Frontier lab equity worth is anyone's guess — nationalization even possible
tszzl · x · 2026-10-28
tszzl, calling himself "a guy fudding his own bags," admits he has no idea what frontier lab equity is actually worth. He argues huge top-down slowdowns are plausible enough to make frontier models uncompetitive, and that total nationalization also seems possible — with this technology, anything could happen, leaving valuations without a reliable anchor.
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