3 ms·
I think you are missing my point. Microsoft signed a 20-year agreement with Constellation to restart TMI Unit 1. Do you think Constellation would make the sam
by baking 2y ago
I think you are missing my point. Microsoft signed a 20-year agreement with Constellation to restart TMI Unit 1. Do you think Constellation would make the same agreement with Open AI? The risk is completely different.
- toomuchtodo 2y agoNo, the point is taken, I think you’re underestimating FOMO and the hype cycle. If a counterparty is just a bit too rational, move on, lots of other potentials. Markets are sentiment driven. When there is potentially irrational exuberance, leverage it.