Eisar Lipkovitz(@lipko):Definitely worth reading. I think that an air pocket is very likely and if we don’t hit one in 2027, there is a risk things accelerate so much that a collapse is unavoidable Moreover looking back from 2030 without very prescriptive timelines is a good way to think about it Where @darioperkins and I disagree is how concentrated is the AI consumption and whether majority of it is VC funded

Eisar Lipkovitz

@lipko

Netflix VP, hobbyist stock picker, Past: Rippling CPO, CIO@JPM CIB, EVP @lyft & Googler, I walk a lot. I live to eat, I restrict hours. Dabbling in calisthenics

参加 July 2008

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Eisar Lipkovitz@lipko

2026.10.25 17:11

Definitely worth reading. I think that an air pocket is very likely and if we don’t hit one in 2027, there is a risk things accelerate so much that a collapse is unavoidable Moreover looking back from 2030 without very prescriptive timelines is a good way to think about it Where @darioperkins and I disagree is how concentrated is the AI consumption and whether majority of it is VC funded