Comment by skybrian

We shouldn’t take these numbers blindly, but even if you think the value that Anthropic is providing is inflated by 10x due to it being a fad, that’s still 100x more value than cotton.

Market prices can be wrong, but I think it goes too far to completely disregard them and cut back on AI rather than cotton in places where there’s relatively little water. You can buy cotton from somewhere that has more water, rather than growing it in a desert.