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0 pointsthenaturalist5mo ago0 comments

Your entire argument is whoefully ignoring the CapEx economics of all of this.

But that's the foundation.

And there is a plateau in real money spent on AI chips.

You're ignoring a whole group of economic and finance professionals as well as - if you're inclined to listen to their voices more - Sama calling it a bubble.

If not for AI spending, the US already would be in a recession.

So your argument might sound nice and practical from a purely scientific perspective or the narrow use case of AI coding support, but it's entirely detached from reality.

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Mars0085mo ago

The basics here is return for investments. If it's all just a bubble it will pop. We'll see soon. For now it doesn't look like, to me. And that creates a lot of complexity on top of 'digital divide' we already have.

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