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Blog post concerning AI financial situation

Hey guys I remember reading a great article that dove into the financial situation of OpenAI, Nvidia, etc. There was some interesting stuff on how money was being provided with the expectation of companies selling a certain number of "agents". Really would like to come back to that article but cannot find it for the life of me. Might have been a blog post. If anyone knows it pls lmk.

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Blog post concerning AI financial situation | Spyke