I feel like if they just expanded this logic slightly they would realize that data centers as an investment class are uninvestable.

gfrecvh 15 hours ago | parent | next [-]

Could expand? I don't see the connection with the link.

	▲	Zigurd 7 hours ago \| parent [-]
		For example, Google ridiculously overpaid for SpaceX AI data center capacity, by something like more than an order of magnitude, both directly and via Anthropic. An inquisitively suspicious, not to say cynical, person might believe this was manipulation to keep SPCX from cratering completely before their lock ups expire.

that's why you also make chips... space access... robotics... energy solutions... etc.