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airstrike 6 hours ago

It really wasn't. Most of the argument was around product portfolio and agentic coding performance.

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aurareturn 4 hours ago | parent [-]

That’s just short term talk. The main thesis behind their collapse is that they won’t be able to pay their compute bills because they won’t have enough demand to.

	▲	airstrike an hour ago \| parent [-]
		That doesn't really track because their compute isn't like a debt obligation. The compute topic was more around how OpenAI, Nvidia, Oracle, and others were all announcing commitments to spend money in each other in a circular way which could just net out to zero value.