Wu learned that Paolo Ardoino, CEO of Tether, posted on X stating that major AI companies are currently subsidizing computing power to increase their user base, but are facing pressure from rapid depreciation of infrastructure capital expenditures (Capex) within 3-5 years. Ardoino pointed out that there are multiple mismatches in the current AI industry, including token prices, profit timelines, and the duration of capital costs, and that open-source AI is capturing an increasing share of its market. He questioned the commercial sustainability of such high infrastructure investments.