"This scent chills down my spine. I had real deja vu of 99 again because this whole thing's crumbling. All of the demand that trickles down to the trillions of dollars of CapEx and infrastructure is now basically down to demand being created by two players Anthropic and OpenAI but Meta have basically said: "oh we overestimated the front-end demand we could create so we're going to lease out our infrastructure" They're basically getting out early of these capex wars."
This sent chills down my spine I had real deja vu of 99 again because this whole thing's crumbling. All of the demand that trickles down to the tr...
