this post was submitted on 13 Jan 2026
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2027 sounds right. No way these fabs don't know this shit is temporary, so unlikely they'll increase production.
Unfortunately it's the people between the manufacturers and the consumers that think this current iteration of AI is the future. They even seem to think we want it and can't wait to pay them for it.
No one thinks that. Not the hardware OEMs, not the consumers, not the CEOs, not even the investors. It's all just a grift to see how high it can get before it pops.