"The mistake that every investor, commentator, analyst and member of the media makes about NVIDIA is believing that its sales are an expression of demand for AI compute, when it’s really more of a statement about the availability of debt from banks and private credit."
-Ed Zitron
wheresyoured.at/the-enshittifi…
The Enshittifinancial Crisis
Soundtrack: Lynyrd Skynyrd — Free Bird This piece is over 19,000 words, and took me a great deal of writing and research. If you liked it, please subscribe to my premium newsletter.Edward Zitron (Ed Zitron's Where's Your Ed At)
miki
in reply to Simon Tatham • • •