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polski-g 2 hours ago

Demand for AI inference is infinite. It's coming from the rest of the economy.

swiftcoder 2 hours ago | parent | next [-]

Money flowing from the rest of the economy means money no longer being spent on something else. Assuming for the moment it's not all a big circular inflationary scheme, what exactly is being cut back on to fund this infinite spend on AI inference?

ajb 2 minutes ago | parent [-]

Economic activity is a flow, not a stock. There might well be a bubble, but you can't prove it like that.

boesboes an hour ago | parent | prev [-]

sure elon