PERSON DIRECTORY
Jose
Jose appears in 6 indexed conversations across Delphi Digital. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
The AI Apocalypse: Is Crypto Ready for a Comeback?
AI’s violent unwind looks concentrated in speculative high-flyers rather than a broad equity breakdown, while Kimi’s memory-saving architecture shifts attention from commodity DRAM toward HBM and neocloud data-center capacity.Crypto’s rebound therefore depends on whether capital rotates after a contained reset or risk appetite is crushed, with HYPE’s HIP-3 rollout and a potential 2027–2028 AI debt bubble key watchpoints.
Is The AI Bubble About to Pop?
CeterisJasonTommy ShaughnessyJoseKevin
Enterprise AI budgets are reportedly burning faster than planned: Salesforce spent $300M on Anthropic, while DeepSeek is “20 to 40x cheaper” and Microsoft is releasing it for Copilot.Open-source substitution could capture 90% of workloads, but frontier models may command greater value; monitor circular financing, debt, regulation, blocked data centers, and 2026 midterms.