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Another overlapping perspective. There is an AI bubble. The "High Yield" video makes these data centers sound inevitable and unstoppable. But, what if all of this infrastructure isn't really producing any value? Or enough value?

OpenAI has only a handful of customers and most of them are using it to do their homework for them. We discussed "Vibe Coding" last week and no one can agree on if it saves any time or not.

Ed Zitro makes the case for the bubble on MR.

https://www.youtube.com/watch?v=_wStScmT748