it’s boring, but it’s what bursts the ai bubble

Wall Street’s advice was to skip the gold rush and buy the picks and shovels. Nobody mentions that America is running out of picks and shovels.

Check out Abacus ➡️ https://chatllm.abacus.ai/cfn

The biggest threat to the US economy has nothing to do with whether AI actually works. It’s about infrastructure.

In this video, I’ll break down:
• Why the AI trade doesn’t break when AI fails, but when it runs late
• How the AI boom stopped being a technology story and became a supply chain one
• The eight-year waitlist standing between a data center and the power it was promised
• Why Big Tech’s record earnings rest on a guess nobody can agree on
• How the costs of data centers fall in your household electricity bill

👉 One video not enough? I post everyday here: https://www.instagram.com/casuallyfinance/

All illustrations, visuals, and animations in this video are original and hand-drawn by a freelance artist.

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