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. tracerbulletx · 1789938870 · focus · HN ↗

      The UN is not a body that would be involved in banning models from a specific country, and even if they were China is one of 5 members with permanent veto power.

      1. stogot · 1789963369 · focus · HN ↗

         The permanent veto power is the worst part of the UN

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