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▲ aurareturn 5 hours ago

When people accuse AI companies of circular financing, they meant it as a way to juice up their financial reports.

This is not the case. This is just having influence.

I don't think this locks the startup into Nvidia stack. I don't think this is advertising either. It's just influence.

Circular is not the word I use to describe this business tactic.

▲gchamonlive 5 hours ago | parent | next [-]

Yes but how many such isolated cases are there? There is a real possibility that a lot of the AI bubble is fuelled not by dealing with itself but by pulverizing influence all over the market.

▲ericd 5 hours ago | parent | prev [-]

It also makes everyone else’s success theirs. Personally I’m really happy to effectively be an LP in the Nvidia VC fund.