Comment by marcosdumay

There seems to be not enough of anything.

Apparently, there's not enough demand for the datacenters already operating, there's not enough energy to power all the computers the datacenter companies already brought, there's not enough people to build the datacenters already planned...

It's not clear if there's enough money available to go for those giant IPOs, and it's not clear if there's enough GDP available to cover for all the investment contracts out there. But inflation and deregulation can solve those ones.

All of that would make sense iff those companies did get something close to AGI. But they haven't, what they have is their bullshit machines and a bamboozled public repeating their lines.