TechFlow reports, on July 4, Tether CEO Paolo Ardoino posted on X platform that large AI tech companies are acquiring users by subsidizing computing power and continue to invest in high-cost infrastructure and capital expenditures, but related assets face rapid depreciation pressure of approximately 3 to 5 years. He pointed out that there are multiple mismatches in the current industry, including mismatches between token prices, profitability timelines, and capital cost maturity; meanwhile, open-source AI is also continuously eroding the industry's growing revenue share.
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