I’ll agree that there are 3 bubbles AI is riding to burst, but not at all that there will be a silver lining to its bursting.
As it stands, people just arent really mass adopting AI, no matter how hard they’re pushing. We’re not in any sort of economy where the small use cases can hold it up after the crazy valuation it’s undergone. People cheating on homework and making slop content for instagram and tiktok arent enough to keep the engines running even after the bubble pops.
This makes the claim that the infrastructure will find cheap use dubious because of large loans taken out to build the data centers will more likely find them shuttered. These arent water or power sources for municipal use, it’s business. Especially if Ed Zitron’s reporting is accurate, there’s been a “paying myself to furnish gpus” scheme happening with some of these data centers, so big money’s been sunk already that will need to be recovered in profit or operating costs. The broadband infrastructure upgrade was something that the government told telecom had to be done. There’s no necessity to these data centers. They will be closed when the loses seem inevitable.
The advice at the end is basically “try running or exercise when youre depressed” but for AI business. I doubt any of the existing ai companies will pivot like this to ride out the coming storm.
