A tweet thread about all the AI investment.

· Bits and Bobs 10/27/25
  • A tweet thread about all the AI investment.
    • The telecom bubble led to tons of fiber being laid.
      • But fiber is durable, so even after the bubble, it was still around to be used.
    • The railroad bubble led to tons of tracks being laid.
      • But tracks are durable, so even after the bubble, it was still around to be used.
    • The AI bubble is leading to tons of GPUs being deployed.
      • But GPUs are perishable.