X @Ansem

would truly be a gift if the overspending on capex somehow aligns w/ a brief period where the ai advancements aren't as noticeable for couple years & we get pullback before re-acceleration of trends towards agiJust Another Pod Guy (@TMTLongShort):I talk a lot about the bull case re AI because I am fundamentally a maxi and recognize that Street has failed to frame the abstractions properly… mostly due to intellectual shortcomings around non-linearity.Let me play the bear for a second.Normally mgmt is incenti ...