big tech LLM AI service operators are operating at a major l...

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2026-06-30T23:36:12Z

↳ Reply to Libertas Primordium (npub1un5y07dnu20fxzelq5scweuz37xa6kkpwl66634xv9h49ewr04kswpevsy)

What if this is not a bubble? I agree it's being built on a lot of credit and if they don't cut rates soon to ease credit conditions the expansion w...

big tech LLM AI service operators are operating at a major loss right now

I see the bet as a "land grab" play now for:

  • frontier R&D
  • market share

it's all about timing and monetization growth ahead

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