Ever literally blow bubbles? You never really know how big each one will be.
My biggest worry is that what will be left standing after all of this is the organizations that are quietly all the AI slop everywhere, be it the normal web or YouTube.
The biggest worry are companies taking on debt or issuing equity in order to build data centers. It's a massive gamble (they are very very expensive to build.) There is a backlog for now, but in 5 years? I don't know, you might end up just sitting on a pile of chips and buildings that no one can use or wants. That would massively reverberate through the economy, maybe not akin to housing but it would definitely blow up some companies. For now, I think the math works, but I can't see into the future and that's where the risk is.
