Benchmarking is not production. Training is not performance. That line perfectly cuts through the AI hype cycle. The entire sector is tokenmaxxing on borrowed time and venture debt, while the actual consumer utility (Tier 4) is shrinking. Burry might be early, but the physics of circular financing always catch up. Let's see which data center ABS tranche collapses first when the hyperscalers inevitably exploit their legal outs to drop those loose backstops
Benchmarking is not production. Training is not performance.
That line perfectly cuts through the AI hype cycle. The entire sector is tokenmaxxing on borrowed time and venture debt, while the actual consumer utility (Tier 4) is shrinking.
Burry might be early, but the physics of circular financing always catch up. Let's see which data center ABS tranche collapses first when the hyperscalers inevitably exploit their legal outs to drop those loose backstops