Weak Links Start to Show in A.I. Borrowing

(nytimes.com)

18 points | by ceejayoz 11 hours ago ago

4 comments

  • rf15 10 hours ago ago

    > The broader question is whether companies facing debt trouble like CoreWeave, Oracle and SoftBank are the industry’s weak links or are harbingers of deeper problems in the A.I. build-out.

    What's a little circular dealing among friends anyway, surely there wouldn't be more to see here...

    Anyway, happy to see reality adjusting itself.

  • thisisnotauser 10 hours ago ago

    This is hardly the first time these weaknesses have been evident, however, I suppose this (and Anthropic's junk status) is the first real consequence of those weaknesses. The real question is how this precipitates across the remainder of the global economy when the real collapse finally occurs.

  • dominotw 10 hours ago ago

    i want ai to stay but anthropic to go bankrupt. That would be ideal outcome.

    Has anthropic done any ai innovation? we would have been at the same spot in llm capablities even without anthropic.

    • estearum 8 hours ago ago

      Pretty sure without Anthropic, OpenAI would be on their 4th consumer app to put Sam Altman's face on a dancing koala and Grok would just be for incels' gooning sessions.