The greatest capital misallocation in history?
Mirrored from Marcus on AI for archival readability. Support the source by reading on the original site.
In an analysis of the crazy spending on AI infrastructure, MarketWatch just quoted a tweet from yours truly:
The very fact that my warnings, technical and economic, are at long last starting to break through (Last Week Tonight on Sunday, MarketWatch today, and so on) is a strong sign that times are changing, and that skepticism is rising.
As it should.
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