[jonahbenton]

AI forward people talk in terms of oppprtunities at the scale of the 10s of trillions global labor market- in other words, not necessarily "taking" jobs but seeing opportunity to "collapse" the cost to the supplier of those income flows- employers- letting them turn a $10k/$30k/$50k/$100k expense into a $1k/$3k/$5k/$10k expense, some of which becomes income to the AI provider. From that lens, $100B capex to get recurring slices of $T pies is easy to defend.