exiting zai (1000% gain) and minimax (200% gain) getting slight local top vibes+companies across the board are restricting token spend. this is not specifically bad, but it does restrict upside of some ... higher valuations, so i'm trimming the most overvalued positions
i briefly considered if it's actually beneficial to zai and minimax that AI budgets are restricted, since they're cheaper alternatives. then i realised giant western tech companies are not directly using their APIs in bulk anyway. and the shares are ~largely trading on hype.
exiting zai (1000% gain) and minimax (200% gain) getting slight local top vibes+companies across the board are restricting token spend. this is not specifically bad, but it does restrict upside of some ... higher valuations, so i'm trimming the most overvalued positions
exiting zai (1000% gain) and minimax (200% gain) getting slight local top vibes+companies across the board are restricting token spend. this is not specifically bad, but it does restrict upside of some ... higher valuations, so i'm trimming the most overvalued positions