As someone hoping to help supply the necessary chips, it's good to see hope that we're only getting started in generated demand, as opposed to a coming crash.
This needs to be way better sourced. I'd say it's 50/50 good points but 50/50 is basically useless. Lots of "exponential growth, power law dynamics (some that are specifically not true, METR growth is still growing, but slowing down / not at the predicted rate) and some of the math dynamics are why this is such a big bubble. If everyone thinks they HAVE to invest because it could have 10x improvements, then the industry is growing much faster than the value it provides. And based on the rates of investment if that slows down at all, pop