this post was submitted on 03 Sep 2025
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This is the critical detail that could unravel the AI trade: Nobody is paying for it. (www.morningstar.com)
submitted 2 weeks ago by yogthos@lemmygrad.ml to c/technology@lemmygrad.ml
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[โ€“] bobs_guns@lemmygrad.ml 3 points 2 weeks ago (1 children)

That assumes the breakthrough can't be copied by the others, which hasn't been the case yet.

[โ€“] burlemarx@lemmygrad.ml 4 points 2 weeks ago* (last edited 2 weeks ago)

At some point, investors will start pulling their capital. They won't need 10 companies doing the same thing, so they will choose a few of them and crash the ones running behind.