Post
Jesse Felder
jessefelder.com
did:plc:lzcoujf7r7lgjvx2yrmpvxlc
‘The most likely long-term outcome of the AI boom will be massive capital destruction with market share going to Chinese models. That poses a risk for hyperscalers that have built data-center capacity on expectations of sustained demand from OpenAI and Anthropic.’ https://www.bloomberg.com/news/articles/2026-10-09/jefferies-chris-wood-sees-massive-capital-destruction-in-ai
2026-10-10T23:42:11.557Z