AI bears flip from "funding is drying up" to attacking "100% customer prepayments"
firstadopter · x · 2026-11-12
Investing commentator mvcinvesting highlights a dramatic reversal in AI bear narratives: having previously claimed "AI buildout funding is drying up," they now attack the fact that customers are making 100% prepayments to finance infrastructure. The author mocks the self-contradiction, reflecting how heated the debate over AI capex funding structures has become.
More from Venture
- Anthropic Told Sell Side AI Is Winner-Take-All, SpaceX Deal Ends Mid-2027 — ns123abc · 2026-11-12
- Sixth Street CEO: ~$200B of Chips Sitting in Warehouses as Data Centers Lag Behind — SumitGup · 2026-11-12
- Perplexity demo shows an investment teammate using M Science alt data to track Celsius sales trends — inductionheads · 2026-11-12
- Hackathon project lets AI agents spend company money, but only within CFO-approved limits — kleffew94 · 2026-11-12
- Just 1% of companies drive 80% of OpenAI and Anthropic's revenue, says Ramp economist — rohanpaul_ai · 2026-11-12
- Stripe exec invites internet businesses to onboard AI agents with identity, payments and fraud tools — jeff_weinstein · 2026-11-12