投资人反驳算力过剩论：Astra 热度打脸

Daniel Romero @HyperTechInvest原推发布于 2026.09.08

在 X 上打开原推

Can we now confirm that the excess-capacity dip caused by that report on $META was ABSURD? Meta went from supposedly desperately selling its compute and flooding the market, while SpaceX was striking record deals, by the way (just bonkers...) To having a frontier model and improving faster than ever Now everyone is going bananas over ChatGPT Astra, amazed at what Rubin-powered models could bring, and excited about what OpenAI and Anthropic have prepared ahead of their IPOs And we were supposed to believe we were heading into an oversupply ARMAGEDDON ALWAYS-TRUST-PROGRESS