Don't Look Up
A lot of the AI story still gets told through stock charts, capex totals, and vibes. The harder question is whether there are enough real customers, at real prices, to justify what everybody is building.
Revenue concentration
Demand versus capacity
How the growth story got framed
Circular financing questions
What breaks if the labs slow down
Source:
Ed Zitron's Where's Your Ed At — Don't Look Up
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