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Our reading
Mental modelSecond-order thinking
Their wordsA glut follows every semiconductor shortage.
Their wordsWhat prevents this from being a broad-based bubble is that we are missing a critical feedback loop from the announcement's impact, like network growth or land value.
Our reading
If the AI build-out does become a bubble, power and data centres are the assets that will carry it.
Their wordsIn today’s world, I think the increase in self-fulfilling asset prices will be due to power and data centers.
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