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This author is a shill for the industry, spends his time as an AI invited speaker and presents no numbers. Here are some real hard facts: "Why Big Tech’s AI S
by root-parent 1mo ago
This author is a shill for the industry, spends his time as an AI invited speaker and presents no numbers.
Here are some real hard facts:
"Why Big Tech’s AI Spending Is $3 Trillion Higher Than It Seems" - https://www.wsj.com/tech/ai/why-big-techs-ai-spending-is-3-trillion-higher-than-it-seems-e1067bb2 https://www.wsj.com/tech/ai/why-big-techs-ai-spending-is-3-t...
"Geospatial monitoring, AI infrastructure buildout, and the emerging credit implications for private credit markets" - https://www.moodys.com/web/en/us/insights/credit-risk/private-credit/power-without-delivery.html https://www.moodys.com/web/en/us/insights/credit-risk/privat...
- toomuchtodo 1mo agoPatrick Boyle’s video on this is much more accurate imho as it relates to exposure, potential drawdowns, and the intertwined asset classes contributing capital. Why the Market Can't Escape Artificial Intelligence - https://news.ycombinator.com/item?id=49403365 https://news.ycombinator.com/item?id=49403365 - August 2026
- root-parent 1mo agoHis livelihood includes AI/software consulting and paid technology/AI speaking, and his firm sells/implements products associated with major technology companies. Its neither an economist or a technologist.