$3.5 Trillion in Shadow Financing: The Hidden Financial Architecture Behind the AI Boom
Going forward, investors should closely monitor three major risk -reversal signals: the competitive moat and pricing power of US-based models, the pace ...
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Token Deflation: Why China's Cheaper AI Isn't Bearish for the Supercycle | Blog
On OpenRouter, the largest open AI -model marketplace, Chinese -developed models now hold eight of the top ten places by weekly token volume, and ...
Five Key Questions on AI : Private Credit Risks , the “SaaSpocalypse,” and the Path to AI Monetization
Q1: Does hidden risk in private credit increase the probability of systemic financial stress? Q2: AI capital expenditure increasingly relies on ...
CEO House View | AI Bubble and Liquidity Risks Brewing, But the Decisive Turning Point Is ...
In this month's report, I will break down the market's two main concerns and how MacroMicro interprets the current environment. I. AI Bubble: Risks ...
When AI Fuels Itself: How Big Tech Built a Perpetual Motion Machine of Compute, Cloud, and Capital
Is there a risk of capital chain disruption? And what indicators should we focus on next? This article will guide you through a comprehensive analysis ...