[baq]

Productive or destructive, demand is there, so it isn’t late bubble. It’s still early. (Which is scary, I’ll readily admit.)

[pessimizer]

But demand isn't there (or rather, proven to be there.) Demand is measured in dollars, and right now VC is paying. This is peak bubble - farthest distance from valuation and income.

[baq]

Microsoft and meta are not VCs and they’re spending money on data centers like there’s no tomorrow, doesn’t seem very low demand.

[yeasku]

Even if its there, will it be in 10 years?