From 45B to 10B: Familiar Story, Just With Leverage Blown Out

Here's the conclusion: The Aschenbrenner situation wasn't essentially about AI making a wrong judgment; it was about maxing out leverage without leaving any buffer in the financing structure. It's the same principle as when I encountered VRAM overflow while tuning operators on Ascend hardware. No matter how strong your compute power is, if bandwidth isn't enough, you'll still hit a deadlock.