Nathan Lambert @natolambert

Remember when Dean Ball was roasted for saying open models were deflationary/decel, and no one bats an eye at this. [引用 @zerohedge]: This could be a problem: Goldman sensitivity table shows that in a worst case scenario where hyperscaler ROIC on capex is 0 (token costs collapse, token demand goes to open models, etc) they still need to spend $920BN every year just to cover depreciation and running costs

• Open-source AI reading list posted on Hacker News2026-09-14