Comment by mschuster91

> He’s been continuously predicting that the collapse was just around the corner, that progress was slowing, and that there was no market for inference, since 2024.

Old WSB saying: The market can remain irrational for (far) longer than one can remain solvent.

And unfortunately, a lot of the market on the "buyer" side has been acting irrationally. When you see CEOs telling their employees that they don't care about token cost, only about "how much AI do you use" because that is what the stock market wants to hear - that's when you know we're all getting cooked, the question is how long it takes until the bubble bursts.