30 Oct 2025
9 minutes read

The Question Finally Gets Asked
Two months ago, I wrote about how AI infrastructure spending was following the exact playbook of the fiber optic …

Two months ago, I wrote about how AI infrastructure spending was following the exact playbook of the fiber optic …

A tale of two bubbles, separated by 25 years and united by the same spectacular blindness to efficiency.

As an avid AI enthusiast who has extensively used both DeepSeek and ChatGPT, I wanted to share my thoughts with my …