@oragnes: Spot on! Tech fund giant Gavin Baker completely dismantles the so-called 'AI bubble' from an extremely sharp perspective. Don't scare people with the 2000 internet crash. Back then, it was crazy debt, with 99% of fiber optics lying idle; today's AI infrastructure is all backed by hard cash flow, with every GPU running at full throttle.

Incredibly sharp! Tech fund giant Gavin Baker dissected the so-called “AI bubble” from an extremely unique angle, stripping it down completely.

Don’t scare people with the 2000 internet crash. Back then, it was reckless borrowing, with 99% of fiber optics sitting idle; today’s AI infrastructure is backed by real cash flow, with every GPU running at 100% full throttle.

What’s even more striking is that this epic wave hasn’t mutated into a super bubble yet, all because TSMC is firmly holding the bottleneck! If TSMC were to instantly satisfy all of Jensen Huang’s capacity demands right now, unleashing a sudden flood of computing power, the bubble would have already burst in a chain reaction of oversupply. It’s the physical constraints of wafer capacity that have locked down the market’s urge to over-leverage.

So, stop guessing those vague macro indicators. He lays it out: to see if the bubble will burst, the only thing to watch is TSMC’s expansion moves. As long as it precisely strikes the balance—limiting supply to prevent an overflow of computing power while also blocking Intel and Samsung from turning the tables—this AI hegemony game can keep playing smoothly.

Bitcoin Orange Trader (@oragnes): A $4.2 million luxury mansion, purchased entirely with Bitcoin, and the deal closed faster than traditional bank loan approvals!

This move, set against the backdrop of the Trump administration’s aggressive push for digital financial innovation and decentralization policies, is being seen as a milestone event for the US real estate market moving toward asset compliance norms.