Boom? If AI Sales in the US Go South, Let's Not Bail Out Big Money Bettors

nationalmemo.com

13 pointsbaranul2 comments

the article is built on the assumption that API usage via OpenRouter is representative of the total. it's not. the second wrong assumption is that American companies need to be profitable in order to command hundred billion dollar valuations. they don't. the money printer can go brrrrr longer than everyone else can remain solvent.

> the money printer can go brrrrr longer than everyone else can remain solvent.

No, it can't. You and me may not matter but the big money printer in Asia prints better, faster and longer, and that's all that matters. Hubris-driven magic thinking prevents seeing the real danger we are in, much to the delight of its architects and principal contractors.

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