alt Hacker NewsConcerning from one POV, for sure. But from another, hooray putting money into R&D instead of hoarding cash reserves.
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naillumanist • yesterday at 6:49 PM
Is it going to R&D? As far as I understand building server farms is pretty vernacular.
Concerning from one POV, for sure. But from another, hooray putting money into R&D instead of hoarding cash reserves.
Is it going to R&D? As far as I understand building server farms is pretty vernacular.
The “R&D” isn’t convincing folks anymore hence the drop.
Also, it’s mostly not R&D either. It’s infrastructure buildout for a thing that doesn’t have a demonstrated business case that actually pays for all the infrastructure.
There remains a scary small amount of truly new money coming into this circular flow between VCs, chip makers, startups, datacenters and such. At some point there needs to be a $hit ton of new cash coming in from the outside to actually pay for all this and that’s not materializing.