Elon Musk
@elonmusk
The AI riptide is already underway
Brett Winton@wintonARK· 28 авг. 2026 г.a surprise I think is coming
the quick payback periods and extraordinarily high IRR for AI infrastructure, even at monumental scale, will push up cost of capital sufficient to push many traditional businesses into the abyss, even those without obvious direct AI counter-exposure
05:50 · 29 августа 2026 г. · 8,2 млн просмотров
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