Ed Zitron has been talking about this for months. So much of the value of these companies is based on the assumption that they’re going to have these massive data centers built in the next year, yet nobody is asking even where they’re being built or how they’re going to be made.
Just like with any bubble, there’s potential for a small number of these companies to wildly succeed, when the rest collapse. There’s no value in the implementation details, only in the gamble that it will be the one
Ed Zitron has been talking about this for months. So much of the value of these companies is based on the assumption that they’re going to have these massive data centers built in the next year, yet nobody is asking even where they’re being built or how they’re going to be made.
Just like with any bubble, there’s potential for a small number of these companies to wildly succeed, when the rest collapse. There’s no value in the implementation details, only in the gamble that it will be the one