Capital de TokensLess Magic, More Accounting in AI
Watch on YouTube The conclusion is that the AI market is entering a more mature and more uncomfortable phase. Less magic, more accounting. Exactly. The question is no longer whether artificial intelligence will be important. The question is who makes money, how much, for how long, and with what level of investment. And China adds pressure because
The conclusion is that the AI market is entering a more mature and more uncomfortable phase. Less magic, more accounting. Exactly. The question is no longer whether artificial intelligence will be important. The question is who makes money, how much, for how long, and with what level of investment. And China adds pressure because it shows that the competition isn’t just coming from another giant with more money, but from another development model: open, cheap, fast, and politically strategic. That doesn’t mean the United States is losing the race. It means the race may be less linear than Wall Street had priced in. Chips will remain central. But perhaps not every chip, not at any price, not at any valuation, and not under the fantasy of infinite demand.
Full episode: https://youtu.be/8_tPEGwdnew
🤖 AI-generated content: the script, voices, and images for this episode were produced using artificial intelligence tools.
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