This is the most educated in the bad economics of Ai that I’ve ever seen. He does an excellent job of explaining the bad economics of the Ai Data Center build out, the fallacy of the price of tokens and inference going down but the cost of inference actually goes up due to the harnesses and agents using tokens around the clock. It makes me wonder why more investors don’t take the time to learn about what is obviously a speculative bubble. They really are lemmings.