this post was submitted on 24 Oct 2026
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End of natural financing availability seems certain to collapse the sector, and a more cannibalistic attitude in finance can reset the industry into more concentrated ownership, while also eliminating rational financing appetite. Aggression by META and SPCX should cutoff hyperscaler circular financing that would assist their ambitions to surpass them, or diminish their other circular investments.
Still, a global zionist supremacist establishment needs to preserve itself with robocops. $30b from UAE, and feeding Musk's electoral spending is "bailout mentality" that most of congress will still want to protect. US military buying Spacex/Meta compute rental is the simplest bailout mechanic. So, rampocalypse hell will continue until morale improves, will have full establishment backing.