Thread

1. wg0 · 1789938333 · focus · HN ↗

   The private equity debt time bomb is here. Then there is the bond market.

   And then guaranteed bust of AI bubble. 2000 billion dollars for a single company? That too when bottom of the boat has been drilled by open weight Chinese models that are cheaper and good enough but can even be deployed locally?

   In face of all that - that kind of return is not realistic.

   However - good gimmick scaring UN asking for a ban on Chinese models perhaps.

   1. api · 1789940267 · focus · HN ↗

      Only way to justify those valuation is if they can achieve regulatory capture and outlaw competitors and open models.

      Expect the fear mongering to escalate to a fever pitch.

      The UN has no authority to ban anything but it's a good platform.

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