The $7.5 trillion argument says the AI boom isn't anywhere near the historical spending limit yet. AI is getting cheaper incredibly fast while the cost of building the AI machine is still exploding.
The $7.5 trillion argument says the AI boom isn't anywhere near the historical spending limit yet.
AI is getting cheaper incredibly fast while the cost of building the AI machine is still exploding.
I think the more interesting problem is happening underneath that number.
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The $7.5 trillion argument says the AI boom isn't anywhere near the historical spending limit yet. AI is getting cheaper incredibly fast while the cost of building the AI machine is still exploding. I think the more interesting problem is happening underneath that number.
I think the more interesting problem is happening underneath that number.
That means the bull case now needs usage to...
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