Denis Stetskov on Mythryl: “NVIDIA made $120B profit. OpenAI lost $14B. Same economy, two…”

NVIDIA made $120B profit. OpenAI lost $14B. Same economy, two different bubbles. The infrastructure layer prints money. The application layer burns it. And every query costs compute, so scale doesn't fix the math. Who survives the correction? techtrenches.dev/p/the-ai-ind...

techtrenches.devThe AI Economy Has Two Bubbles. Only One Survives.The AI economy is two bubbles: infrastructure profits ($120B NVIDIA), applications burn cash (-$14B OpenAI). Subsidies are ending. Who can actually pay?

10/5/26, 3:53 pm0 reposts1 like

Post