> Every single one of them oversells their capacity Indeed. And this model breaks in several cases that overlaps with the current AI business model: - margina

> Every single one of them oversells their capacity Indeed. And this model breaks in several cases that overlaps with the current AI business model: - marginal cost of incremental usage is too high (Movie Pass) - adverse selection (all you can eat monthly steak subscriptions) - demand is synchronized (WeWork)