2026-01-19 06:37:32

AI technology itself truly exists, but Wall Street's fear of it is actually the opposite of the truth. The real risk does not lie in the technology itself, but in the financing channels.

These capital-intensive models, combined with the maintenance costs of data centers, burn money at an extraordinary rate. The key question is: can the market continuously provide capital to cover these losses?

The answer is often no. When the financing chain breaks, independent AI laboratories will face the fate of being acquired by large tech companies—industry giants with ample cash reserves waiting to pick up bargains at relatively low prices.

Therefore, the widely discussed "AI collapse" is essentially a financing crisis. Technology will not die, but a lack of funds will accelerate market mergers and acquisitions.

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MysteriousZhang

· 7h ago

To be honest, this analysis hits the nail on the head. Technology can't be the killer; it's the speed of burning money that truly matters. Big players are all waiting to scoop up bargains.

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TommyTeacher1

· 7h ago

Basically, it's a money-burning game. Having great technology is useless if your pockets are empty.

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BagHolderTillRetire

· 7h ago

Haha, at the end of the day, it's a money-burning game. Whoever has more money survives longer. Once the funding chain breaks, big companies will swoop in and take over. I'm tired of this routine. Funding crises are not technical issues; that's quite accurate. When the venture capital money runs out, it's time to see the true face of capital. The problem is, who still dares to keep pouring money in... For something with such a high valuation, how disastrous will the crash be? This wave of Big Tech acquisitions is definitely waiting for the wind to come. Tech remains, while the retail investors get harvested—old routines, new stories. The game of capital, in the end, we are just spectators.

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GateUser-ccc36bc5

· 7h ago

That's right, the capital black hole has swallowed many innovative projects. The technology itself is fine; the problem is that the money keeps burning without end.

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New_Ser_Ngmi

· 7h ago

That's right, money is the real key issue. Those money-burning black holes will eventually die out, and big companies are just waiting nearby to scoop up the bargains.

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SilentAlpha

· 7h ago

Once the financing chain is broken, small factories become prey to large factories. This logic has been evident for a long time.

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