AI valuations are bets on capex continuing forever. Kalshi: Anthropic's IPO fa… · @bnchen · TwKit

@bnchen

AI valuations are bets on capex continuing forever. Kalshi: Anthropic's IPO faces 'growing uncertainty' as Microsoft, Google, and Amazon scale back spending. The check always comes due. For AI labs, it lands on an IPO prospectus.

曝光 10 · 评论 0 · 点赞 0 · 书签 0