David Shapiro (L/0)(@DaveShapi):When the signs all say SOLD OUT there is no bubble. Sorry. We are dramatically, sorely, epochally underbuilt. The correct amount of compute for humanity is probably at least one trillion times what we have today, and that's just entry level for the next phase of civilization.

David Shapiro (L/0)

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David Shapiro (L/0)@DaveShapi

2026.07.19 22:34

When the signs all say SOLD OUT there is no bubble. Sorry. We are dramatically, sorely, epochally underbuilt. The correct amount of compute for humanity is probably at least one trillion times what we have today, and that's just entry level for the next phase of civilization.

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