underscored

@underscored

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If AI is as valuable as it seems, then it should pay for itself, but that hasn't happened yet. This sort of financial engineering, along with Google leading the way in tapping equity, may build the bridge to sustainable AI revenue. It also expands the blast radius of a bubble in the service of Nvidia's threatened margins.

Ben Thompson
1w ago

Underscored — save the words that stop you in your tracks.

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