AI: What's the Next?

ShayBoloor
10-21

The biggest mistake I keep seeing is people trying to model AI like telecom in 2000. That framework makes it look like a bubble because it assumes speculative supply chasing uncertain demand.

But AI isn’t telecom. It’s more like electrification where a full reset of industrial capacity that permanently shifts how economies operate. The buildout isn’t about oversupply but about establishing a new baseline for civilization-scale compute.

Modern GPUs now last barely a year or two with $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , $Alphabet(GOOGL)$ & $Meta Platforms, Inc.(META)$ already treating them like fuel that gets consumed & replaced every cycle to keep performance climbing.

That changes everything. We’re not overbuilding but more like replenishing an engine that powers the next era of human productivity.

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