alt Hacker NewsIf someone had to bet on an AI crash which I imagine would led to unused datacentres and cheap GPUs how would they invest their winnings to exploit these resources?
Replies
sunir • yesterday at 2:26 PM
Buy the application layer near winners. When computing costs shrink, usage expands.
kridsdale3 • yesterday at 12:13 PM
Assuming your question isn't rhetorical, massive Oracle Crypto Farm.
If the price of inference drops through the floor all the AI wrapper companies become instantly more valuable. Cursor is living on borrowed time because their agents suck and they're coasting on first mover advantage with weak products in general, but their position would get much better with cheap inference.