Dear all, I just wrote a new article on AI: "HYPE BY FOOTNOTE: WHERE DID THE $ 25 BILLION OF ADDITIONAL COREWEAVE RPOs COME FROM?" I will post this on X in about 3 hours, but you can read it in advance at this link: https://justdario.com/2026/08/hype-by-footnote-where-did-the-25-billion-of-additional-coreweave-rpos-come-from/ As always, your comments and questions are mostly welcome