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> 1) The American companies had not run up debts in the $100bn range. How are Chinese companies financing their buildouts of AI infrastructure? > 2) If there
by ericmay 2mo ago
> 1) The American companies had not run up debts in the $100bn range.
How are Chinese companies financing their buildouts of AI infrastructure?
> 2) If there was an open source business model that could create $100bn companies or pay down $100bn of debt.
Companies are formed and consult on Linux for example. Idk where this $100bn number comes from but it seems too low to me anyway.
> 3) There was a convincing moat such as a social media network effect
Well you don't need a moat to be a successful business. But maybe the moat is that the models are just more capable. We're in the very early stages of this stuff from what I can tell.
> Go look at SpaceX's shareprice.
This is a bad argument. Share prices rise and fall all the time with or without material concerns. It can be snowing and folks will sell shares just because. Also SpaceX's share price (not that I'm an investor) doesn't really move the needle relative to the scale of the market or the AI companies involved.
> You are being taken for a ride.
How do you know folks aren't taking you for a ride instead?
- bigyabai 2mo ago> How are Chinese companies financing their buildouts of AI infrastructure? The same way that OpenAI and Anthropic will dig themselves out of the hole; By pawning off the training costs onto taxpaying citizens. > Well you don't need a moat to be a successful business. glances at Nvidia Do you mind repeating that line a little louder? > How do you know folks aren't taking you for a ride instead? I do know that I'm being taken for a ride. I pay taxes to this ass-backwards US government, and they beg me to pay $20/month for their tokens in return. I've been using a $3/month GLM-5.2 subscription and have gotten probably 10x more value from it than I ever got buying Claude Code. This American AI nonsense is too expensive for my blood, and too censored for legitimate research.
- sgt101 2mo agoWhere are you subscribing ? z.ai?
- ericmay 2mo ago> The same way that OpenAI and Anthropic will dig themselves out of the hole; By pawning off the training costs onto taxpaying citizens. Sounds to me like it’s just the same strategy except the US is doing better and can just release open weight models if needed. > Do you mind repeating that line a little louder? Sure. You don’t need a moat to be a successful business. > I do know that I'm being taken for a ride. I pay taxes to this ass-backwards US government, This American AI nonsense is too expensive for my blood, and too censored for legitimate research. This just sounds like complaining