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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 dgellow on Friday July 31, 2026 @03:25AM (#49120072)
There is literally no moat…
[ Parent | on HN ]
Re:The AI trade now runs on borrowed money, and the lenders ... by aurareturn on Friday July 31, 2026 @07:19AM (#49121736)
Then start your company and go compete against OpenAI and Anthropic then.

Heck, just take Kimi K3 and start your training run from that.

[ Parent | on HN ]
Re:The AI trade now runs on borrowed money, and the lenders ... by dgellow on Friday July 31, 2026 @08:50AM (#49122472)
thank you for that great contribution to the discussion...
[ Parent | on HN ]