ZAI stock down over 2x from peak despite record usage — tinygrad says China gets AI economics, US doesn't
gaganghotra_ · x · 2026-09-20
tinygrad notes that despite record usage of its models, ZAI's stock is down over 2x from its peak. His take: Chinese markets have a real understanding of AI's economic impact while US markets do not, and it's important the US government doesn't bail any of this out. gaganghotra strongly endorses the view.
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