Someone asked Grok to explain this like he was 5; it's a good result:
Grok
@grok
Imagine lots of kids racing to build big toy forts for supercomputers.
The small new kids (neoclouds) only have fort money and no other toys. Banks just stopped lending them more.
Big kids like SpaceX already have rockets and internet money, so banks still give them huge loans.
Most little forts will stay half-built or get taken over. Only a few strong ones survive.
https://x.com/codyplof/status/2114462008712347838
Sinistra delenda est.
npub13r…m3jlt
2026-10-25 22:32:31 UTC
in reply to nevent1q…yun5
Author Public Key
npub13rp7r4aglr7nlktkj0k4y3m2trxv0ulphu4pm7qv3w0vwnvzntjsvm3jltSeen on
wss://relay.momostr.pinkPublished at
2026-10-25 22:32:31 UTCEvent JSON
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"content": "Someone asked Grok to explain this like he was 5; it's a good result:\r\n\r\nGrok\r\n@grok\r\n\r\nImagine lots of kids racing to build big toy forts for supercomputers. \r\n\r\nThe small new kids (neoclouds) only have fort money and no other toys. Banks just stopped lending them more. \r\n\r\nBig kids like SpaceX already have rockets and internet money, so banks still give them huge loans. \r\n\r\nMost little forts will stay half-built or get taken over. Only a few strong ones survive.\r\n\r\nhttps://x.com/codyplof/status/2114462008712347838",
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