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@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.

X AI KOLs Timeline ↗ · 2026-05-24 Cached

Tech fund giant Gavin Baker analyzes the AI bubble from a unique perspective, arguing that current AI infrastructure is backed by cash flow and GPUs are operating at full capacity, unlike the 2000 internet bubble, and that TSMC's capacity constraints are key to preventing the bubble from collapsing.

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