Here are the 12 hottest takes from RAISE Summit Day 2. 1. Qasar Younis (Applied Intuition) There will be a pullback. The current level of spending on models, employees, and general opulence in AI companies is unsustainable. We’re in the “opulence phase” of the bubble, and cycles move faster than people think. He referenced the ... Read more
A highly detailed, month-by-month financial model for xAI/SpaceX’s AI data center leasing business. This highlights three existing major leasing deals already in place:Google deal ramping to nearly $1 billion per month (fully online by October) and predicts 1–2 additional major leasing deals will be announced before the end of the year (2026). This could push ... Read more