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A comment on The AI trade now runs on borrowed money, and the lenders are repricing it. Parent comment

Re:The AI trade now runs on borrowed money, and the lenders ... by abtinf on Friday July 31, 2026 @01:35AM (#49119374)
Ceteris paribus, all other things are never equal.
[ Parent | on HN ]
Re:The AI trade now runs on borrowed money, and the lenders ... by shususjhs on Friday July 31, 2026 @02:01AM (#49119515)
That’s nonsense and saying “nah-ah” with Latin won’t improve your argument.

If we couldn’t isolate a variable we would never be able to argue.

Using a better model is an advantage even if only for the coders. There are a million ways to turn that into profit, both proper and not so proper but that’s the beauty of ceteris paribus: the other factors do not matter now.

[ Parent | on HN ]
Re:The AI trade now runs on borrowed money, and the lenders ... by dgellow on Friday July 31, 2026 @03:28AM (#49120093)
> There are a million ways to turn that into profit

Mind pointing where that profit for companies consuming AI is? I don’t mean hypotheticals. Where are the proof that current AI contributes positively to ROI?

[ Parent | on HN ]