[kronicum2025]

I see a lot of comments here criticizing the author, and I think both teams have a point. There's definitely a bubble, because companies are buying up infrastructure which doesn't need to be used right now.

But also, the companies are buying up this infrastructure because whoever controls the infrastructure also controls the industry in around 5 years time.

[giardini]

Nobody knows what will be happening "in around 5 years time"!

Economic and social predictions beyond 2 years are sketchy at best.

[danaris]

...if the bubble hasn't already popped by then.

[jstummbillig]

> There's definitely a bubble, because companies are buying up infrastructure which doesn't need to be used right now.

Source? Satya Nadella seems to disagree with your statement (at least as I understand both): https://uk.finance.yahoo.com/news/microsoft-ceo-satya-nadell...

[Levitz]

Can Satya Nadella be honest regarding this subject?

"Ah yes we invested $13B into OpenAI but it's a bubble"