独角兽与蟑螂：受祝福的欺诈——迈克尔·布瑞 --- Unicorns and Cockroaches: Blessed Fraud Pattern Recognized 识别的模式 So, I found something interesting. I mentioned this on X not long ago, and since then I have been drawn into something much bigger than me. Let's start with what I found. 所以，我发现了一些有趣的事情。我不久前在 X 上提到过这个，从那以后，我被卷入了比我更 大的事情。让我们从我发现的开始。 The hyperscalers have been systematically increasing the useful lives of chips and servers, for depreciation purposes, as they invest hundreds of billions of dollars in graphics chips with ...