Sasha: AI hype just hit a new peak – you’re now officially not allowed to be rude to Claude – but financing for big tech is quietly drying up.
Wall Street’s AI debt issuance halved in a month, Oracle’s default insurance is pricing in roughly a 20% chance of failure, and nobody can agree whether OpenAI makes $50 billion or $68 billion a year.
But none of that matters as long as big tech continue pumping their own valuations to inflate profits every quarter.
No comments:
Post a Comment