top | item 42946951 (no title) lachlanj | 1 year ago They consistently grow net income by 30% each year. What an I missing in this report? discuss order hn newest suraci|1 year ago 1. the market expected more2. investors bet on AI with a belief that 'more capex' = 'more advantages', which was crushed by deepseek, https://news.ycombinator.com/item?id=425581873. most important, risk appetite is changing, the space for imagination is diminishing UncleOxidant|1 year ago > the space for imagination is diminishingInteresting way to put it. But I wonder if "the space for imagination" is moving elsewhere? load replies (1)
suraci|1 year ago 1. the market expected more2. investors bet on AI with a belief that 'more capex' = 'more advantages', which was crushed by deepseek, https://news.ycombinator.com/item?id=425581873. most important, risk appetite is changing, the space for imagination is diminishing UncleOxidant|1 year ago > the space for imagination is diminishingInteresting way to put it. But I wonder if "the space for imagination" is moving elsewhere? load replies (1)
UncleOxidant|1 year ago > the space for imagination is diminishingInteresting way to put it. But I wonder if "the space for imagination" is moving elsewhere? load replies (1)
suraci|1 year ago
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
UncleOxidant|1 year ago
Interesting way to put it. But I wonder if "the space for imagination" is moving elsewhere?