There are Two Types of Economies, AI and Everything Else, says Tchir

So I still think we're trying to figure out is there's to me it's two economies, right. The AI driven data center, a compute build, the our economy and the rest of the economy. And that's been firing on all cylinders.Right. The data centers compute just being built everywhere. Prices are able to be, you know, ramped up and companies are accepting it.I think we saw some of the first cracks last Thursday when, you know, for the first time, Zuckerberg said, meta might actually sell some excess compute. And we ...