> But when a hyperscaler does it, they just get inflated stock prices. This reminds me of the early days of AOL when they received so much traffic that their (

> But when a hyperscaler does it, they just get inflated stock prices. This reminds me of the early days of AOL when they received so much traffic that their (dial-up) lines became inaccessible. In a rational world, their stock would have suffered because their service degraded, but instead their stock rose based on the optics of increased demand.