Among the three AI bear arguments, only the 'no revenue' claim clashes with the data
- 1Lance Roberts broke down the AI bear thesis into three pillars: depreciation, circular financing, and lack of revenue
- 2He acknowledged the risks of roughly $176 billion in under-depreciation and over $800 billion in circular financing commitments
- 3He dismissed the MIT 95% no-revenue interpretation, saying demand is real and that cash flow should be watched closely
This 3-line summary is compiled from the report below.
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