[sofixa]

> My car drives itself. That's a $18T global market

Which will take decades to become addressable. Self-driving cars work OK in a few cities in one country. Expanding that to be able to cover Mumbai and Omsk and Nairobi will require significantly more work.

> Also $1T in data center investment makes sense when you realize that companies are racing to create virtual white collar workers.

Does it make sense? How much would the resulting virtual white collar worker cost? Because datacenters have running operational costs, and so do the people operating them and working on the software that runs in them.

[lumost]

This probably ends in a deflationary spiral. The ai replaces the jobs, the lack of jobs chills demand, the ai becomes cheaper because it exists in a commodity market.

The money printer will be used, and maybe it all works out - or we see wealth hyperinflation and build out our own aristocracy.