The emerging GPU financing model (where funding is tied directly to hardware) is predicted to potentially lead to the market crumbling down within 6 months to a year due to overvaluation and overleverage, especially if growth or net margins fail to meet expectations.
"it would be very interesting to follow up 6 months or a year from now and to see, hey, maybe this is a model that all these companies began to follow and maybe it's something that leads to even higher valuations or maybe it all comes crumbling down, right? because they were so overvalued, so overleveraged, so much irrational valuation that when things began to fall apart, and maybe growth isn't as great or net margins aren't as great as what was expected, then corrections happen because that's what tends to happen, right?"
