3. most important, risk appetite is changing, the space for imagination is diminishing
UncleOxidant 24 days ago [-]
> the space for imagination is diminishing
Interesting way to put it. But I wonder if "the space for imagination" is moving elsewhere?
suraci 23 days ago [-]
nvidia tried to move it to robotics, but this only works if the risk appetite is still high. That's the part we can't be sure about until we live through it
Rendered at 10:25:42 GMT+0000 (Coordinated Universal Time) with Vercel.
https://www.wsj.com/tech/alphabet-googl-q4-earnings-report-2...
2. investors bet on AI with a belief that 'more capex' = 'more advantages', which was crushed by deepseek, https://news.ycombinator.com/item?id=42558187
3. most important, risk appetite is changing, the space for imagination is diminishing
Interesting way to put it. But I wonder if "the space for imagination" is moving elsewhere?