7/26/2026 at 7:52:02 PM
Our best bet at this point I think is a soft and slow let down.Between the investment tree turning into a wreath and the fact that these companies have 0 identifiable moat against cheap Chinese models it’s really only a matter of time.
LLMs are here to stay (and for good reason, they work) but these companies are definitely not.
by ofjcihen