It is increasingly hard to quickly demonstrate each generational change as AI has gotten better, since a lot of the old things AI was bad at, like math or counting letters in words, are now trivial for AI to do.
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the economics of software are shifting from mass-produced products to bespoke, on-demand systems cooked fresh at the moment of use
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if one or two places can change their relative importance in technology within such a short time span, you know, five to seven years, and it's not just China, you know Canada, for instance, the outsize role that it has played in AI research. You know, much of the AI boom that we see today comes from just a couple of major advancements in AI that happened, for instance, alexnet, which was this seismic event in neural networks.
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Investors don't believe the great data center build that will continue into next year. The market is now telling us that it is expecting 2026 to be the peak year in the data center buildout.
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