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1. the market expected more 2. investors bet on AI with a belief that 'more capex' = 'more advantages', which was crushed by deepseek, https://news.ycombinator
by suraci 2y ago
1. the market expected more
2. investors bet on AI with a belief that 'more capex' = 'more advantages', which was crushed by deepseek, https://news.ycombinator.com/item?id=42558187 https://news.ycombinator.com/item?id=42558187
3. most important, risk appetite is changing, the space for imagination is diminishing
- UncleOxidant 2y ago> the space for imagination is diminishing Interesting way to put it. But I wonder if "the space for imagination" is moving elsewhere?
- suraci 2y agonvidia tried to move it to robotics, but this only works if the risk appetite is still high. That's the part we can't be sure about until we live through it