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Ask HN: Is anyone shorting the overspend in AI yet?
从资本视角审视AI泡沫，作者预言万亿资本将烧尽，类似地产危机，引发对科技投资周期的重新思考。
I and a small cohort of friends truly believe that the "$1T" floats are going to burn capital. We think this is a disaster of landgrab spend, and that…