BREAKING
Tether CEO Flags AI Spending Risks
Four Structural Mismatches
Pricing & Timing
●
Token price mismatch
●
Profitability timeline mismatch
Capital & Rivalry
●
Cost of capital maturity mismatch
●
Open-source AI eroding revenue
Why the Spending May Not Last
1
Subsidize compute
↓
2
Grow user counts
↓
3
Heavy capex
↓
4
Assets obsolete 3-5y
0
T
Est. infra spend by 2030
0
yr
Max asset life
Tether Bets on Decentralized AI
Debate Stays Largely Qualitative
AI NEWS BLITZ
Tether's CEO warns that AI giants are spending unsustainably on infrastructure.