Boring_Business(@BoringBiz_):Gavin Baker on why the AI bubble talks might be overblown this time around "I am optimistic that we may avoid a bubble this time. The reason we are going to avoid it is because we have fundamental shortages of watts and wafers." The supply side is so constrained while demand continues to grow exponentially. This is nothing like the dark fiber of the dot com era where build out was happening with the expectation of demand on the other end. The demand is already here. Today. It is happening now in AI.

2026.05.18 23:36

Gavin Baker on why the AI bubble talks might be overblown this time around "I am optimistic that we may avoid a bubble this time. The reason we are going to avoid it is because we have fundamental shortages of watts and wafers." The supply side is so constrained while demand continues to grow exponentially. This is nothing like the dark fiber of the dot com era where build out was happening with the expectation of demand on the other end. The demand is already here. Today. It is happening now in AI.