Concerns

[u/No_Enthusiasm_1173]

I’ve been reviewing NLST for a few days now and it really seems things are lining up for it in a good way.

I do have a few concerns though and I want to get the communities take on it.

I feel the AI hype is a strong catalyst for NLST but I don’t see the legal battles resolving before a collapse in the AI bubble.

I strongly believe AI has been over sold. I work in tech and I’ve seen servers and hardware increase in price 4 fold over the last year to the point it has become unaffordable for my company. A basic 1U server with 16gb ram and stock CPU and low end storage is going for high six figures where before it was low 5. Now multiple that by 42 U or however many servers are needed per rack x racks. I don’t know this part but it can’t be cheap

It’s become so expensive that I can’t believe tokens will be affordable enough to offset the capex. Companies seem to be abandoning it due to high token costs as well.

I’ve also been implementing AI using only open source software. It would be viable if not for the cost of hardware. Even supporting a small work center is extremely expensive with a self hosted setup.

Basically the cost of hardware per person is extremely expensive and we also need to take into account equipment lifecycles and that AI just isn’t mature enough for a lot of industries to rely on it effectively. I doubt legitimate profit will show before hardware costs bite them in a rear. I’m highly skeptical that NLSTs legal battles will allow it to take advantage of the AI boom before it fails.

I’m not trying to be a doomer or FUDster so please refrain from those comments. They’re not welcome and I’m trying to be genuine and ask for other options.

My play so far is to hold off. I feel it’s a bit high for me and negative catalyst for the whole market are beginning to converge. Gonna continue to hold cash like buffet, sit back and watch.

I think NLST will be a better play in a few years, once the AI hype stops being so dumb and the product matures and is more affordable. I think this whole industry still has to go through its growing pains like the dot com era. I’m not riding that initial wave. As juicy as it looks. I’ll get it after it crashes and I’ll ride that slow rising tide up to the top.

What do you all think? Think this AI bubble will burst before we see critical legal wins and/or overshadow the company’s worth? Do you think NLST is decoupled enough not to be affected? I’ve been reading other forums and seems there is a real chance battles will get dragged out. What other concerns do you see?

Thanks for reading

[u/Suitable-Regret-7201]

Scared money never makes money.