Silicon Valley’s most revealing moment this year didn’t come from a breakthrough model or a new hardware announcement. It came from an unprompted reassurance. The CEO of OpenAI recently insisted that his company “does not want government guarantees” for its massive data-center and semiconductor expansion.
No one had accused OpenAI of seeking a bailout. Yet the denial was emphatic. For investors, this is a tell: insiders are thinking about the downside.
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