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Which is sad to see! But clearly it is the most profitable at the moment
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If it turns out to be a bubble then we’re in for a big surprise
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This is what scares me. Why it is super annoying that AI has become too big to fail and more than likely get a massive bailout the alternative is a really deep recession.
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Maybe short though, since it’s so concentrated.
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Sounds like the activity we have isn’t exactly high productivity projects, except for the data centers.
The economy is just data centers all the way down.