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← There is no AI bubble on the demand side: the shortage of computing…
17 connected korrents · 15 moments from 14 Dec 2023 to 20 Oct 2026.
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solar Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry. There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry. Last stated 9 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — tap for who they are
Same subject: It is too early to declare AI demand exhausted because of a lack of actual profitable usage cases. — tap to centre the map on it It is too early to declare AI demand exhausted because of a lack of actual profitable usage cases. Last stated 3 days ago
20 Oct 2026
BD
Brad DeLong — holds since 2026-10-20 — tap for who they are
Same subject: The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias. — tap to centre the map on it The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias. Last stated 2 years ago
13 Jan 2025
DO
Doug O'Laughlin — holds since 2025-01-13 — tap for who they are
Same subject: If the AI build-out does become a bubble, power and data centres are the assets that will carry it. — tap to centre the map on it If the AI build-out does become a bubble, power and data centres are the assets that will carry it. Last stated 2 years ago
13 Jan 2025
DO
Doug O'Laughlin — holds since 2025-01-13 — tap for who they are
Same subject: The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply. — tap to centre the map on it The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply. Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: The current tech layoffs are pandemic over-hiring correcting itself, with AI as the convenient excuse. — tap to centre the map on it The current tech layoffs are pandemic over-hiring correcting itself, with AI as the convenient excuse. Last stated 2 months ago
26 Aug 2026
DH
David Heinemeier Hansson — holds since 2026-08-26 — tap for who they are
Same subject: AI's bottleneck was never its algorithms but how little data they were fed, which is why the field needed ImageNet rather than another model. — tap to centre the map on it AI's bottleneck was never its algorithms but how little data they were fed, which is why the field needed ImageNet rather than another model. Last stated 2 months ago
10 Aug 2026
FL
Fei-Fei Li — holds since 2026-08-10 — tap for who they are
Same subject: The engineers laid off in AI's name will mostly not find jobs again, they are the first of many, and nobody has a plan for them. — tap to centre the map on it The engineers laid off in AI's name will mostly not find jobs again, they are the first of many, and nobody has a plan for them. Last stated 7 months ago
11 Mar 2026
SY
Steve Yegge — holds since 2026-03-11 — tap for who they are
Same subject: AI is too critical to be delivered only as a centralized, hosted service. — tap to centre the map on it AI is too critical to be delivered only as a centralized, hosted service. Last stated 5 months ago
14 May 2026
SS
Salvatore Sanfilippo — holds since 2026-05-14 — tap for who they are
Same subject: "Carbon intensity" metrics let oil companies claim climate progress even as their total emissions rise from increased production. — tap to centre the map on it "Carbon intensity" metrics let oil companies claim climate progress even as their total emissions rise from increased production. Last stated a month ago
9 Sept 2026
EA
Emily Atkin — holds since 2026-09-09 — tap for who they are
Same subject: "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. — tap to centre the map on it "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. Last stated 4 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. — tap to centre the map on it A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. Last stated 5 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: Agents working locally can be far more powerful than any private walled garden that exists out there in the cloud. — tap to centre the map on it Agents working locally can be far more powerful than any private walled garden that exists out there in the cloud. Last stated 4 months ago
30 Jun 2026
MT
Meng To — holds since 2026-06-30 — tap for who they are
Same subject: AI agents and AI coding will run on servers and from the cloud first, not on your laptop. — tap to centre the map on it AI agents and AI coding will run on servers and from the cloud first, not on your laptop. Last stated 4 months ago
28 Jun 2026
PL
Pieter Levels — holds since 2026-06-28 — tap for who they are
Same subject: AI agents will increasingly run on the cloud, not locally — tap to centre the map on it AI agents will increasingly run on the cloud, not locally Last stated 2 weeks ago
7 Oct 2026
GO
Gergely Orosz — holds since 2026-10-07 — tap for who they are
Same subject: A future of constrained energy will need more people working the land, and that is not the same as going back to the past. — tap to centre the map on it A future of constrained energy will need more people working the land, and that is not the same as going back to the past. Last stated 4 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: A solar panel is a manufactured object that produces wealth rather than consuming it, at a hundred times the rate of the best farmland. — tap to centre the map on it A solar panel is a manufactured object that produces wealth rather than consuming it, at a hundred times the rate of the best farmland. Last stated 2 years ago
9 Nov 2024
CH
Casey Handmer — holds since 2024-11-09 — tap for who they are
Same subject: A solar system holding a trillion humans is the right thing to aim at, because a population that size would have a thousand Mozarts and a thousand Einsteins alive at once. — tap to centre the map on it A solar system holding a trillion humans is the right thing to aim at, because a population that size would have a thousand Mozarts and a thousand Einsteins alive at once. Last stated 3 years ago
14 Dec 2023
JB
Jeff Bezos — holds since 2023-12-14 — tap for who they are
At the centre
There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry.
Holds Read this korrent →
It is too early to declare AI demand exhausted because of a lack of actual profitable usage cases.
Holds
The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias.
Holds
If the AI build-out does become a bubble, power and data centres are the assets that will carry it.
Holds
The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply.
Holds
The current tech layoffs are pandemic over-hiring correcting itself, with AI as the convenient excuse.
Holds
AI's bottleneck was never its algorithms but how little data they were fed, which is why the field needed ImageNet rather than another model.
Holds
The engineers laid off in AI's name will mostly not find jobs again, they are the first of many, and nobody has a plan for them.
Holds
AI is too critical to be delivered only as a centralized, hosted service.
Holds
"Carbon intensity" metrics let oil companies claim climate progress even as their total emissions rise from increased production.
Holds
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Holds
A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated.
Holds
Agents working locally can be far more powerful than any private walled garden that exists out there in the cloud.
Holds
AI agents and AI coding will run on servers and from the cloud first, not on your laptop.
Holds
AI agents will increasingly run on the cloud, not locally
Holds
A future of constrained energy will need more people working the land, and that is not the same as going back to the past.
Holds
A solar panel is a manufactured object that produces wealth rather than consuming it, at a hundred times the rate of the best farmland.
Holds
A solar system holding a trillion humans is the right thing to aim at, because a population that size would have a thousand Mozarts and a thousand Einsteins alive at once.
Holds