All of this late stage capitalism has a vulnerability, open source/open weight models. There's nothing stopping China, or even an AI powered researcher, from lo

All of this late stage capitalism has a vulnerability, open source/open weight models. There's nothing stopping China, or even an AI powered researcher, from lowering the compute requirements for a good enough model to the point where it can run on a beefy desktop, or even your phone. At that point, all this investment is about as useful as dark fiber was after the 2000 crash. Actually, worse... the dark fiber could be utilized with new hardware, and kept supporting more and more bandwidth over time. These data centers are filled with hardware stuck in the present, or past... that won't become more performant over time. What worries me most is that the entire US economy seems to be held up by this bubble.