this post was submitted on 20 Oct 2026
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All those loans are getting hot. They're starting to toss them around and trying to hide them.
I have strong doubts they can ever make this particular approach to AI work at all, let alone in time to cover their bets.
This path looks like a dead end. But, I don't know jack about shit.
I hope it pops
The issue is they are too expensive, it's not really a limitation of the technology, well it might be, but that's not the issue here. They are paying Nvidia Billions for their entire 2026/27 GPU runs and they can't get the customers to cover that. It's like $200 pm for their max plan. It's almost cheeper to hire a human in India.
There's a reason so many AI projects have turned out to be Actually Indians.
🐤
Inference is cheap and getting cheaper. Not sure about training.
My monthly salary as a software developer is 80 USD