What if the AI Bubble Doesn’t Pop?
Scott Galloway published a piece on July 17th called “1999.AI,” and it has been gaining traction. The argument is elegant, which is part of the problem. It goes like this: in 1999 the consumer…
Infrastructure
The Grid Is the Bottleneck: Why the AI Boom Is Really a Steel and Electricity Story
A couple of years ago, the whole technology world was worried about one thing: chips. If you couldn’t get your hands on the right graphics processors, you were out of the race. Silicon was the prize…