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Was thinking exactly the same thing the other day. Can’t escape the feeling that the data center thing is also a house of cards built on catastrophically over-optimistic assumptions on how much people and businesses are willing to pay for AI.

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Ooof

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The Tragedy of Elon Musk - by Francis Fukuyama: << Elon Musk is Exhibit A in what’s wrong with our oligarch-dominated society. >> www.persuasion.community/p/the-traged...

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OPEC is surging oil output again and US tariffs on steel pipe just doubled. The domestic oil and gas industry is absolutely in the pain cave.

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