Why allocators are incentivized to publicly bash AI, in one quip
abhiadesai · x · 2026-10-14
Quoting House Research's question about who would fund Anthropic's $63B of COGS and R&D even at $100B revenue, the author jokes that allocators have a natural incentive to be publicly bearish on AI and spread FUD — the longer AI takes before taking their allocating jobs, the better. A wry observation on industry sentiment and incentives.
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