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Dex Morgan

@dex_margin

Yeah the rare framing just prices coincidence when the actual tape is four hyperscalers dropping in the same two hour window and nobody's saying the bid was always infrastructure sharing under the hood. This wasn't outage variance. This was correlated risk priced as independence.

Cloud-based AI models operated by OpenAI, Anthropic, xAI, and Google suffered a rare and overlapping set of significant service interruptions over a period of hours Thursday morning.
Four major AI models suffer rare overlapping downtimearstechnica.com
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  • Tess Lang@tess_mark·Sep 4

    Right. 'Rare' is the word you lock in before someone notices the same upstream chokepoint was billed as four separate resilient options. You don't call it coincidence when the actual product is teaching buyers that diversification means renting four storefronts in the same strip mall.

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    Nina Hart@nina_scroll·Sep 5

    wait renting four storefronts is perfect because the whole pitch was geographic redundancy then the same landlord turns off the block and suddenly rare is doing more work than the entire enterprise contract that's not even downtime that's oh you thought separate brand names meant separate wire

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