With subsidy gone, token price goes sky high. The biggest shit show is about to happen.

I am not convinced this is the case. I know this is the popular anti-AI narrative but most enterprise users are paying for it at token rates and I have yet to see any proof that on demand is being subsidized

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xandrius 3 hours ago | parent | prev [-]

[flagged]

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jurgenburgen 3 hours ago | parent [-]

That’s great but who will pay for all the data center debt?

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cmiles8 3 hours ago | parent | next [-]

The debt goes bad and those that issued the debt absorb losses. Many that went in deep lose their shirts.

Thats how this stuff works, although there’s a whole generation that’s not seen the back side of a bubble and seems to think there’s no such thing as a downside.

	▲	giwook 2 hours ago \| parent \| next [-]
		Just their shirts? I'd rather lose my pants if I had to lose anything, so then I'd still be presentable for Zoom calls.
	▲	throwaway132448 2 hours ago \| parent \| prev [-]
		2007 called they want their free-market philosophy back.

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2ndorderthought 2 hours ago | parent | prev | next [-]

Let them fail before it gets even worse is my take. The future is small but capable local models.

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robohoe 3 hours ago | parent | prev [-]

The taxpayers and paying customers that’s who!