The economics of AI infrastructure are backwards: the spending is increasingly locked in while the revenue needed to justify it is still uncertain.

Added to korrents 24 Oct 2026 · How quotes work · Something wrong? Tell us

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• "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. CSChris Smaje30 Jun 2026infrastructure
• A future where Facebook is the global social infrastructure is a future with no refuge from advertising and number crunching. EREugen Rochko3 Mar 2017infrastructure
• A good tool raises the floor of what people can build without lowering the ceiling, and almost every tool quietly lowers the ceiling. TLTobias Lütke18 Sept 2025infrastructure
• A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. LTLip-Bu Tan18 Jun 2026infrastructure
• A new infrastructure primitive delivers value only when it changes the shape of what is being built. KDKent C. Dodds11 Mar 2026infrastructure

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