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Published on 04.12.2025
TLDR: This article challenges the techno-optimist narrative that AI is "eating the world." Instead, it suggests we are in a massive, supply-side bubble driven by the AI infrastructure build-out, with hyperscalers like Google, Amazon, and Microsoft at its center. The author questions the true useful life of AI hardware and points to a potential future convergence of tech debt, national debt, and political instability.