Leaving aside the economic shitshow and other things. I think you're right but for the wrong reasons wrt sustainable profit. Specifically, overcounting how mu

Leaving aside the economic shitshow and other things. I think you're right but for the wrong reasons wrt sustainable profit. Specifically, overcounting how much it will cost in 5 years to run AI because you're extrapolating current high prices, and at the same time undercounting how the demand will drive efficiency gains.