@clairvoyantist@TheOtherParker_@caprioleio Wrong. Financing receives a fixed rate. They measure probability of default. Loan to value matters. The underlying collateral does not need the perception of going up by the lender. Thats the risk the borrower takes. If the lender is also an equity partner, that's different.
@Trader_Saan@galevin This is not cyclical. There is no end. They will continue to add compute forever. More compute means more powerful ai and closer to digital god. Their end goal. They need 1000x the memory.