In the last week, we’ve had no less than three different pieces asking whether the massive proliferation of data centers is a massive bubble, and though they, at times, seem to take the default position of AI’s inevitable value, they’ve begun to sour on the idea that
As always with Zitron, grab a beverage before settling in.
This is an interesting take in that only doing one thing but doing it well has been, historically, how businesses thrived. This vertical integration thing and startups looking to be bought out instead of trying to make it on their own (obviously, VCs play a role in this) has led to jacks of all trades.
This is an interesting take in that only doing one thing but doing it well has been, historically, how businesses thrived. This vertical integration thing and startups looking to be bought out instead of trying to make it on their own (obviously, VCs play a role in this) has led to jacks of all trades.