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Re:It's Time to Stop Taking Sam Altman at His Word by baking on Sunday October 06, 2024 @02:51PM (#41759207)
I think you are missing my point. Microsoft signed a 20-year agreement with Constellation to restart TMI Unit 1. Do you think Constellation would make the same agreement with Open AI? The risk is completely different.
Re:It's Time to Stop Taking Sam Altman at His Word by toomuchtodo on Sunday October 06, 2024 @04:02PM (#41759842)
No, the point is taken, I think you’re underestimating FOMO and the hype cycle.

If a counterparty is just a bit too rational, move on, lots of other potentials. Markets are sentiment driven. When there is potentially irrational exuberance, leverage it.