I think the crux of it is whether AI projected revenue can be met funding the circular spend used for data centre buildout
Right now anthropic is projected to hit that but if AI is done at edge or token pricing drops massively due to open source models then there could be a large readjustment
@DavidSacks This is fine assuming no AI is done at the edge
As OS models catch up and token cost decreases you’re not looking at the same projected revenue