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Blain’s Morning Porridge Oct 29th 2025 – How much will AI cost, and how much can we afford?
How much will AI cost, and how much can we afford?
“The greatest trick the devil ever pulled was convincingthe world he didn’t exist..”
The AI Bubble floats on a wave of Confidence – confidencethe global economy needs it, the USA will lead it, the hyperscalers and AI firms can afford it, energy is not an issues, and competition from China, tech evolution and quantum are not issues. All the market sees is opportunity. Beenhere before.
There is a marvellous Scots word – Gallus. It describes someone with a certain amount of swagger, who is bold, convincing,and above all confident. Confidence is…
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