- Open AI is like a rabid dog which doesn't make money and losing billions every year.
- But every hyperscaler enjoyed partnering with Open AI as part of circular financing.
- Your head will spin by looking at how much commitments they have made with everyone.
-
MSFT got caught with their pants down when half of their RPOs/ backlog was from Open AI
- Wait for
ORCL this company faked their financials and added fake RPO based on fraudulent words by Scam Altman.
- Open AI doesn't money to live up to their commitments.
- Daddy
NVDA cannot support its forever otherwise it will become a big liability for them.
- But every hyperscaler enjoyed partnering with Open AI as part of circular financing.
- Your head will spin by looking at how much commitments they have made with everyone.
-
MSFT got caught with their pants down when half of their RPOs/ backlog was from Open AI- Wait for
ORCL this company faked their financials and added fake RPO based on fraudulent words by Scam Altman. - Open AI doesn't money to live up to their commitments.
- Daddy
NVDA cannot support its forever otherwise it will become a big liability for them. 註釋
- Bad debt + Fake demand on their balance sheet by Open AI will cook ORCL legitimacy 註釋
- Circular financing to fluff up future demand which wouldn't materialize was the playbook for 2025- Investors are interested in evaluating how much of the fake demand and cooked books did the AI Infra companies cashed out in a given reported quarter.
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