Nearly every bit of logic here demonstrates a gross misunderstanding of the entire industry.

No acknowledgement of rising energy costs and problems accessing it.

Thinking you can just “turn off free users to save costs” (screw having a pipeline, I guess).

Not understanding the bespoke nature of data centers as it relates to the finite-living chips they’re designed for.

No acknowledgement of interest rates to service the massive debt they take on over the extremely long build times of the data centers.

No recognition of open weight models severely undercutting the American leaders.

This whole thing seems to be written on vibes.