I am not convinced this is the case. I know this is the popular anti-AI narrative but most enterprise users are paying for it at token rates and I have yet to see any proof that on demand is being subsidized
The debt goes bad and those that issued the debt absorb losses. Many that went in deep lose their shirts.
Thats how this stuff works, although there’s a whole generation that’s not seen the back side of a bubble and seems to think there’s no such thing as a downside.
I am not convinced this is the case. I know this is the popular anti-AI narrative but most enterprise users are paying for it at token rates and I have yet to see any proof that on demand is being subsidized
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That’s great but who will pay for all the data center debt?
The debt goes bad and those that issued the debt absorb losses. Many that went in deep lose their shirts.
Thats how this stuff works, although there’s a whole generation that’s not seen the back side of a bubble and seems to think there’s no such thing as a downside.
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Let them fail before it gets even worse is my take. The future is small but capable local models.
The taxpayers and paying customers that’s who!