[vessenes]

To be clear, nobody WANTS to have to go build all these datacenters. Well, maybe some pure-play hyperscalers do. But there's an immense amount of economic incentive to be able to do this more efficiently, capital and energy. And, what those hyperscalers want will not matter for a second if there isn't demand for the tokens output by those datacenters - they'll go instantly dark and have to seek new forms of valuable compute to offer.

If this current building spree ends in massive solar and other power generation being overbuilt and cutting energy costs, we've had a really good outcome.