HN 提问：有人在做空 AI 的过度支出吗？
6 分•作者: ggm•17 天前
我和一小群朋友坚信，“万亿美元”的浮动资金将烧毁资本。我们认为这是一场掠夺性支出的灾难，代币的成本无法通过未来的商业用途来弥补。
如果这个理论是正确的，那么继住房债务危机之后，这将是一个空壳，因此金融界应该有人做空这些浮动资金，并押注于崩盘来清理。
抛开 Polymarket 的投注不谈，是否有人能证实有基金正在关注人工智能领域的做空机会，还是大家都持乐观态度，没有人愿意承担另一方的风险？
我不在金融科技或投资领域，我不是为了寻求超额收益而这样做，我也不直接投资。然而，我很有兴趣验证我的理论，即有人很聪明，看到了当这种试图购买独角兽汁液市场份额的尝试爆炸时，巨大的上涨潜力。
以英伟达（NVDA）为例，其空头交易占比不到 2%。我无法判断这算大还是小，说实话。感觉很小。
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I and a small cohort of friends truly believe that the "$1T" floats are going to burn capital. We think this is a disaster of landgrab spend, and that the cost of a token cannot be recovered by future commercial use.<p>If this theory is correct, then following on from the housing debt crisis, this is a hollow shell and so somebody in finance should be shorting the floats, and betting on a crash to clean up.<p>Polymarket betting aside, is anyone able to confirm that there are funds looking at a short play in the AI space, or is everyone on-board with things and nobody is taking the other side of the bet?<p>I am not in fintech or investing, I am not seeking alpha to do this, I don't invest directly. I am however interested in validating my theory that somebody smart out there sees a huge upside in the explosion when this attempt to buy market share in Unicorn juice explodes.<p>NVDA as an example has under 2% of its trade in shorts. I can't tell if thats big or small TBH. Feels small.