[RobertDeNiro]

People talk about an AI bubble. I think this is the real bubble.

[dboreham]

Not really because the money involved is relatively small. The bubble is where people are using D8s to push square kilometers of dirt around for data centers that need new nuclear power plants built, to house millions of obsolete Nvidia GPUs that need new fabs constructed to make, using yet more D8s..

[mh-]

(D8s apparently refers to a specific Caterpillar-brand bulldozer, not some kubernetes takeoff.)