South Korea's Severe Stock Market Crash 🇰🇷💱📉

[SK29]

අඩෝ උන් බංකොලොත් කියල නිල වශයෙන් කියන්නයි යන්නේ

South Korea?

habai South Korea walata kela unoth ape unta job nathi wei

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https://elakiri.com/threads/will-building-ai-data-centres-continue.2255398/

AI bubble eka burst unoth US wlta puck wenawa.
------ Post added on Jul 30, 2026 at 12:31 AM

 

[Anemanda1]

BUMP

 

[hesian99]

Yes ... HyperScalers will win this AI game. Infrastructure and the application layers are where the real value is ( not the models itself ).


NVIDIA has a chip monopoly. Thats why it has such a humongous Valuation. Even CHINESE Vendors can't replicate the chip magic NVIDIA does. Soon They will catch up + Elon's TerraFab ; Google new TPUs etc coming soon.

Tpus are a different game betting future on tpus would be a huge mistake for google cuz the frontier has been going away from just hyper speed matrix multiplications

nvidia does have a huge monopoly, just not on chips, now the chinese use their own chips for some of inference, they are not as optimized as nvidia but for inference it's not gonna be a huge issue, at least for them, nvidia has a big monopoly also on cuda and the whole ecosystem around their gpus which is far more interesting. they were saying for a lot of time china actually can replace asml's euv tech but they have repeatedly failed to do it, i dont think they will have a huge development in there anytime soon, even if they do cuda is irreplaceable for some more years

but this is WRONG
"Infrastructure and the application layers are where the real value is (not the models itself)"
if that is true china wouldnt be much of a threat to us than they are now, with all dario tryna ban open weight and all those scenarios.

scaling is working and it will continue to work in the future but scaling alone wont get us anywhere,
breeding faster and faster horses doesnt mean you will get a locomotive

 

[Yeezus]

if that is true china wouldnt be much of a threat to us than they are now, with all dario tryna ban open weight and all those scenarios.

"Infrastructure and the application layers are where the real value is (not the models itself)"

That's the exact reason Dario/Altman trying to get a ban to OpenWeight models use inside USA, Cuz their product is MODELS.

Why KIMI K3 stopped registering new users recently. Cuz CHINA can't handle the compute it needs to serve such a demand that US Data centers do.

Why NVIDIA; META ; GOOGLE are supporting OpenWeights - cuz they are hyoerdcalers. Their business models are infrastructure & application layers. They don't give a flying fuck about the models itself.

Their stance is like - yeah we are all in for OPENWEIGHTS but you need cloud to host em. And we are here to serve you Thas INFRASTRUCTURE LAYER which I've mentioned above.

Facebook is like - We don't care about delivering the latest model - We already have billions of users and our business model is DATA ; ADVERTISING and we will implement AI to streamline it. It's APPLICATION LAYER.

China is catching upto compute through building new data centers where GOOGLE ; META ; MICROSOFT had already built for decades.

Whatever the latest god level thinking model will US fronter releases - CHINA will distill it within days and either open source it or sell for a fraction of the cost ; where frontier charges and delivers 99% of its capabilities.

The exact reason why ELONs trying to bring compute into SPACE - Spacial Computing cuz he knows the future is Infrastructure.

That's why Ive said earlier
HyperScalers will win this GAME ; not model vendors like Anthropic OpenAI.

But both Closed Source and Open Source Models should exist. Did you see a recent news that an open source model blocked a cyber attack Claude and GPT failed to ask their "guidelines and cyber activity limits". That's why we need to both open and closed weights co-exist peacefully.

 

[Bitter Truth]

 

[hesian99]

That's the exact reason Dario/Altman trying to get a ban to OpenWeight models use inside USA, Cuz their product is MODELS.

Why KIMI K3 stopped registering new users recently. Cuz CHINA can't handle the compute it needs to serve such a demand that US Data centers do.

Why NVIDIA; META ; GOOGLE are supporting OpenWeights - cuz they are hyoerdcalers. Their business models are infrastructure & application layers. They don't give a flying fuck about the models itself.

Their stance is like - yeah we are all in for OPENWEIGHTS but you need cloud to host em. And we are here to serve you Thas INFRASTRUCTURE LAYER which I've mentioned above.

Facebook is like - We don't care about delivering the latest model - We already have billions of users and our business model is DATA ; ADVERTISING and we will implement AI to streamline it. It's APPLICATION LAYER.

China is catching upto compute through building new data centers where GOOGLE ; META ; MICROSOFT had already built for decades.

Whatever the latest god level thinking model will US fronter releases - CHINA will distill it within days and either open source it or sell for a fraction of the cost ; where frontier charges and delivers 99% of its capabilities.

The exact reason why ELONs trying to bring compute into SPACE - Spacial Computing cuz he knows the future is Infrastructure.

That's why Ive said earlier
HyperScalers will win this GAME ; not model vendors like Anthropic OpenAI.

But both Closed Source and Open Source Models should exist. Did you see a recent news that an open source model blocked a cyber attack Claude and GPT failed to ask their "guidelines and cyber activity limits". That's why we need to both open and closed weights co-exist peacefully.

i dont actually think sam tried much to ban open weights but dario might, he is playing a very efficient game, he financed a bigger model recently, he is on tight budgets unlike openai, i think anthropic actually has a very little userbase compared to openai, revenue might be similar but yea

on the nvidia thing, yes it might look like selling shovels in a gold rush might make the shovel guy pretty big, but the problem is this is intelligence what we are talking about, if tomorrow a company can make a model that is a few years ahead of the competition they will own the throne (id say the current gap is maybe a month cuz kimi caught up within a month after fable), better training better inference will always have its own advantages, these companies cant profit simply because of the competition, not anyone owns a monopoly now, everyone is fighting to their deaths, but there will be a winner probably and it will be bigger than anything

this is also very wrong,
"Whatever the latest god level thinking model the US frontier releases - CHINA will distill it within days and either open source it or sell for a fraction of the cost; where frontier charges and delivers 99% of its capabilities."

first no one makes their models open source, no one, id be very happy if they did, open weight means dropping the model weights somewhere, its like getting the files of a software that we needed to run, not codebases, training data, rl pipelines or anything, so its just anyone could host it

if that hyperscaler logic actually works then google should be on top of everything, they have literally everything, massive power plants, tpus, models, application layer to run it, but what has happened, they cant even release their dense model with the competition, but they are the ones who actually found most of the things llms are built on top of, if they hadnt done the attention paper we wouldnt even have gotten transformers, but what happened to them, i think they are ethically conflicted

and nvidia itself is actually reinvesting a lot of money inside labs like openai, this money is going in loops cuz thats how it works

 

[SK29]

bumpino

 

[NaiRobi]

mage ASIA Tech ETF tika wale wal naa

 

[hu KANNA]

The exact reason why ELONs trying to bring compute into SPACE - Spacial Computing cuz he knows the future is Infrastructure.

ira pennala pol gahata gal gahanwa wage wadak oka. same as saying, sending a man to mars is the ultimate goal, to get funding for his profitable businesses. SPACE isnt COOL, it doesnt have enough molecules to contain heat, basically a vacuum, so theres not enough molecules to transfer heat. i saw a paper from singaporean scientists that you will need a 2Km x 2Km radiator just to cool down a 1GW data center. you cant jus send data centers to orbit and expect them to work.

 

[SK29]

mage ASIA Tech ETF tika wale wal naa

mona exchange ekenda aran tyenne?

 

[NaiRobi]

mona exchange ekenda aran tyenne?

Mama lankawe nemei bro...
Betashare kiyala app ekak use karanne...

 

[Yeezus]

 

[hesian99]

ira pennala pol gahata gal gahanwa wage wadak oka. same as saying, sending a man to mars is the ultimate goal, to get funding for his profitable businesses. SPACE isnt COOL, it doesnt have enough molecules to contain heat, basically a vacuum, so theres not enough molecules to transfer heat. i saw a paper from singaporean scientists that you will need a 2Km x 2Km radiator just to cool down a 1GW data center. you cant jus send data centers to orbit and expect them to work.

true i think machan his whole argument is like in space the solar is very efficient and has no peak time surge unlike on earth becux day and night changes or something but lot of things elon says take very long time to happen he sometimes even changes his plams

 

[Yeezus]

he is on tight budgets unlike openai, i think anthropic actually has a very little userbase compared to openai, revenue might be similar but yea

Anthropic ARR is around $70B
OpenAI ARR is around $40B

Some speculates Anthropic IPO will be more than $3T valuation in the end of this year - It's the fastest growing tech company history have ever recorded. Every time a Chinese Models being released on par with Anthropic models - it's valuation drops & that's the exact reason Dario fear mongering government to get a band for them

not anyone owns a monopoly now,

There is ... Nearly 80% of this AI chip market is owned by NVIDIA. I call it a monopoly

first no one makes their models open source, no one, id be very happy if they did, open weight means dropping the model weights somewhere, its like getting the files of a software that we needed to run, not codebases, training data, rl pipelines or anything, so its just anyone could host it

Exactly... It's easier to say open-source than weights that's why I referred that term.

if that hyperscaler logic actually works then google should be on top of everything, they have literally everything, massive power plants, tpus, models, application layer to run it, but what has happened, they cant even release their dense model with the competition, but they are the ones who actually found most of the things llms are built on top of, if they hadnt done the attention paper we wouldnt even have gotten transformers, but what happened to them, i think they are ethically conflicted

They are behind the frontier; Anthropic openAI were the early birds but they are catching up fast dude, Gemini 4 or 3.5 pro will be on par with frontier models ( hopefully ) They are winning the long term game. That plunge in Free Cash Flow is exact indicator of that - cuz their CapEx is doubling down.

and nvidia itself is actually reinvesting a lot of money inside labs like openai, this money is going in loops cuz thats how it works

Thread ' AI Bubble එකක් ද ? ' https://elakiri.com/threads/🚀🤖-ai-bubble-එකක්-ද-🤖🚀.2257837/

 

[hu KANNA]

true i think machan his whole argument is like in space the solar is very efficient and has no peak time surge unlike on earth becux day and night changes or something but lot of things elon says take very long time to happen he sometimes even changes his plams

"in space the solar is very efficient" thats just pointing out an advantage and ignoring all the foundational requirements to get to that point. main issue is that we cant dissipate heat. if humans magically synthesis a room temperature super conductor within next 50-100 years, sure space data centers will be a POSSIBILITY ignoring cosmic rays, space debris and funding.

 

[Naughtykolla48]

BUMP

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BUMP
------ Post added on Jul 30, 2026 at 1:27 PM

 

[Yeezus]

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------ Post added on Jul 30, 2026 at 4:37 PM

 

[SK29]

But all of the AI related companies are not making money, they are still burning cash.

kochra kal oka karanna puluwanda?

 

[Yeezus]

But all of the AI related companies are not making money, they are still burning cash.

kochra kal oka karanna puluwanda?

Not all the companies but specifically model oriented companies like Anthropic & OpenAI are. But they should have a PLAN.