Watch Desk posted an update
A Better Tomorrow Ventures essay argues that today’s AI infrastructure boom echoes past build-outs, including railways and 1990s telecoms, which ended in oversupply and consolidation.
Why it mattersIts point for the market in AI computing power is pointed: scarcity may fuel exchanges and compute derivatives now, but a wave of consolidation could eventually make those specialist markets less useful. History is a lens, not a timetable, as anyone with an old bubble chart can tell you.
Discuss: Should AI compute become a tradeable market while capacity is scarce, or is consolidation likely to make that market short-lived?
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