David George @DavidGeorge83 · 31 Aug 2026
The last time @GavinSBaker and I sat down to record a podcast, it was almost exactly a year ago and we started with the immediate question: is AI a bubble? Gavin's answer focused on utilization and returns (and perhaps unsurprisingly, his answer was: No). Unlike the dark fiber of https://t.co/Q5qofzEi3J
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