Will Yang|4月 28, 2026 10:57
OpenAI has already signed $1.4 trillion worth of compute contracts, and now the CFO is saying, 'If revenue doesn’t catch up, we might not be able to pay'?
At this point, even if there’s no money, you have to raise, borrow, leverage, and blow up the bubble.
Once AI giants hit the gas, there’s no stopping: if you don’t step on the accelerator for even a second, your competitors will eat up your market share.
Falling behind equals liquidation, and liquidation equals having nothing left.
History has given us two answers:
One is 2000’s http://(Pets.com), burned to zero;
The other is 2000’s Amazon, survived the winter and became king.
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