How much Anthropic and Cursor spend on Amazon Web Services

One day we will westerners will learn why the Chinese are releasing models that are optimized for cost of training n yet good enough to run locally or cheaply.

when the music stops, suddenly a lot of people won't just sit on the ground but plunge into the depths of hell.

i'm starting a new trend: ask every person that is so certain about the negative outlook how big their short position is. so how big is your short position? please let us know.

That's a dishonest argument. For a short to work, you need to be right about the direction _and_ the timing. Being right too soon amounts to being wrong, and the market can stay irrational longer than you can stay solvent.

> market can stay irrational longer than you can stay solvent.

This is more mantra - professional shorts exist and they make money. So either you know something (in which case you'd be mum about it and just placing your bets) or you know nothing.

Actually, anyone with a brain can see that it's a huge and massively inflated bubble, but can also see that it's a fools game to try to time it without professional insight into the market. What we can do is make sure we're not overextended on the bubble participants, but that's about it.

No amount of hype from your side can make it a non-bubble market when OpenAI and other companies make wild and impossible to fulfill promises for infrastructure buildup that rely on vague promises of circular money lending between AI SaaS and infra companies.