问HN：有没有人开始做空人工智能的过度支出？
我和一小群朋友真心相信“1万亿美元”的浮动将会烧掉资本。我们认为这是一次土地争夺战的灾难，代币的成本无法通过未来的商业使用来回收。
如果这个理论是正确的，那么在住房债务危机之后，这就是一个空壳，因此金融界的人应该做空这些浮动，并押注于崩盘以进行清理。
撇开Polymarket的投注不谈，有人能确认是否有资金在关注人工智能领域的做空机会，还是说大家都对这个事情表示支持，没有人愿意做反向投注？
我并不在金融科技或投资领域，我并不是为了寻求超额收益而参与其中，也不直接投资。然而，我确实对验证我的理论感兴趣，即某些聪明的人看到在这场争夺独角兽市场份额的尝试爆炸时会有巨大的上行潜力。
以NVDA为例，其做空交易占比不到2%。说实话，我无法判断这个比例是大还是小，感觉是小的。
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I and a small cohort of friends truly believe that the "$1T" floats are going to burn capital. We think this is a disaster of landgrab spend, and that the cost of a token cannot be recovered by future commercial use.<p>If this theory is correct, then following on from the housing debt crisis, this is a hollow shell and so somebody in finance should be shorting the floats, and betting on a crash to clean up.<p>Polymarket betting aside, is anyone able to confirm that there are funds looking at a short play in the AI space, or is everyone on-board with things and nobody is taking the other side of the bet?<p>I am not in fintech or investing, I am not seeking alpha to do this, I don't invest directly. I am however interested in validating my theory that somebody smart out there sees a huge upside in the explosion when this attempt to buy market share in Unicorn juice explodes.<p>NVDA as an example has under 2% of its trade in shorts. I can't tell if thats big or small TBH. Feels small.