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Slow down frontier model development. Bring open weights to current frontier. Build out local inference providers, stabilize hardware prices, focus on cost and token throughput for a bit. Get our software updated to handle what's being thrown at us. I would not mind spending a beat on distribution.

Do you receive financial or growth forecasts and wonder why they think exponential QoQ growth is possible? This will be a rug-pull. Hype the stock, promise deals to one another for future hardware purchases to muddy the actual profits and hope the bubble doesn't pop until after milking govt funds.

But the people betting on valuation do.

bag holder politics

Tulip mania seems to be a cyclical thing. .com bust had very similar patterns of over-hype of the value 10-15 years before it was viable. I think the challenge is that we allow skeptics and writers who do hard research to be written off as FUD while NYT does puff pieces on the Theranos of the day.