Post #3703112
2026-07-09 21:18 UTC
(2/2)
Next, hat tip to @msb@mastodon.sdf.org for sharing this earlier today:
https://mastodon.sdf.org/@msb/116890779438682355
❝This is not a software business that happens to own servers. It is a real estate business that happens to compute.❞
❝This is precisely why the analogy is 2008, not 2000. AI capital expenditure is not a capital budget. It is a loan book.❞
CC @cR0w@infosec.exchange
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