Post #1823366
2026-02-17 10:43 UTC
@SnoopJ well that’s about the magnitude of capex that is enabling such thing as “crucial won’t sell me RAM anymore” and “where did all the SSDs go,” so it’s maybe technically correct… AI enabled venture capital spending on unprecedented levels. We are now in the “???” part of the plan.
Replies (1)
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@SnoopJ@hachyderm.io 2026-02-17 16:08
@standev the claim in the report is about productivity writ large (i.e. the total size of the global market), not capex specifically. the capex you're talking about *might* generate new value, but I doubt it will even get within two orders of magnitude of the claimed figure. I don't even think it will break even.