AbstractH24

I understand that breakthroughs such as multiplexing increasing efficiency caused a huge glut in the amount of fiber laid. But what prevented demand from increasing to use it?

I ask, wondering what will be the thing that causes the demand for data centers and processing power to outpace supply as GenAI gets more efficient. Rather than people just using more GenAI.

It's reminiscent of many other things where people tell you to believe them, but can't let you see the evidence.

And so happens they are starting the process of going public at a time when the burn rate of these companies is nuts.

Don't get me wrong, I use LLMs constantly in my work every day now. They've changed so much of what I do. But also, we all know both the AI bubble and the economy at large are at the brink of a correction, and preventing that is requiring extreme things.