POPA ReconWhy AI bubble theory is nonsense (Gavin Baker) source
Why AI bubble theory is nonsense (Gavin Baker) source 1. Demand has not even begun yet - Looking at the background of the current annual revenue of $80 billion, there are actually less than 10 million paying users. - The penetration rate compared to 1.5 billion knowledge workers is virtually at an early stage. - The moment you move from coding to agents, token consumption by companies increases further. 2. Extreme shortage, not oversupply - Wall Street is worried about overbuilding, but in the field, expansion plans are blocked due to shortages of power grids, transformers, wafers, and coppe…
The excerpt is quoted from a public Telegram channel, which owns its text.