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Falling token prices could cause a glut of stockpiled tokens
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if token prices collapse there's going to be a glut of these from everyone buying them being like "we can just sell em later if we don't need em"
yuchenj_uw@yuchenj_uw16h ago
Heard from a neolab friend: “Even if we fail to train the best model, we locked in GPU capacity early. H100/B200/B300 rental prices have since gone up 2–3x. We can just resell the compute and print money.” OK, so that’s the business model.