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   Felicitas Pojtinger 🌅 (pojntfx@mastodon.social)'s status on Saturday, 18-Apr-2026 10:17:37 JST Felicitas Pojtinger 🌅

   Damn, I fell for graph 1) again. Turns out that data centre capex actually isn't all that unusual?

   • Embed this notice
     Paul Cantrell (inthehands@hachyderm.io)'s status on Saturday, 18-Apr-2026 10:17:36 JST Paul Cantrell

     in reply to

     @pojntfx @Unlikelylass

     I’m not convinced either graph is fully valid or the whole story. As a measure of “vs everything in the whole economy,” sure, graph 2 is probably reasonable. As a measure of “vs money that people could use to directly improve their own personal lives,” CPI is not totally off base.

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     Paul Cantrell (inthehands@hachyderm.io)'s status on Saturday, 18-Apr-2026 10:20:54 JST Paul Cantrell

     in reply to

     @pojntfx @Unlikelylass

     That would be super interesting!

   • Embed this notice
     Felicitas Pojtinger 🌅 (pojntfx@mastodon.social)'s status on Saturday, 18-Apr-2026 10:20:55 JST Felicitas Pojtinger 🌅

     in reply to

     • Paul Cantrell

     @inthehands @Unlikelylass True, that's a good point. I'd love to do an analysis of Chinese spending on manufacturing infrastructure and clean energy build-outs vs. the American investments in inference hardware at some point