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Comment by ericbarrett

24 days ago

> depreciate over 10 years

I believe the One Big Beautiful Bill Act allows full depreciation in the first year: https://www.bassets.net/blog/obbba-depreciation-2025-2026-gu...

That's a bookkeeping issue, it doesn't affect the argument at all (which is that the capex has a finite useful life over which it would need to pay for itself).

  • Yeah, just tangentially pointing out that asset depreciation rules in the U.S. changed recently. Could explain some of the crazy magnitude of this year's spending spree.