- Is it uncommon or alarming for an IPO to be repriced?
- I’m not sure I see strong evidence to show that open weight models are making significant progress to catching up (and I’d argue that the model quality isn’t even where the business value is)
- What does “SpaceX disappointment” mean exactly?
- Are enterprise buyers buying raw tokens or are they buying productivity tooling for their employees? Not many companies switched to LibreOffice because it was cheaper than Microsoft Office.
- Look up BLS unemployment data, what job loss and entry level hiring collapse are you talking about?
- Does discounts on debt point to anything? Genuinely don’t know.
- What about the Chinese arms race is concerning? Isn’t an arms race evidence of value? There wouldn’t be an arms race if this technology wasn’t worth investing in. Doesn’t China’s desires to compete in this market bolster its merit?
- What is “possible downward spiral” and how do we know that’s real? Isn’t there a “possible downward spiral” with every industry at all times? This seems like pure speculation.