This guy makes a decent argument that the funny money party doesn't really get started until Q3 2027. To which I would respond probably, but also probably not i

This guy makes a decent argument that the funny money party doesn't really get started until Q3 2027. To which I would respond probably, but also probably not if another coding agent sized market opens up between now and then. But predicting the future is hard and all that. https://overweightskepticism.substack.com/p/ais-cash-cushion-runs-out-around https://overweightskepticism.substack.com/p/ais-cash-cushion...