All of this talk about AI bubbles and PC hardware and when the prices are going to come back down…wishful thinking. Unless there is a miracle breakthrough in compute, chips making and how AI can be accelerated by using less, the prices won’t be coming down anytime soon.

Did you know the Amazon didn’t make money for years? it survived through all of it (very likely through wall st and tech bro style funding) and now it’s a behemoth.

But let’s talk about macro scale even without looking at the supply chain of the entire chips industry. From a geopolitical standpoint, AI has become this “holy grail” to increase the speed of research. Not productivity. Research has ALWAYS been a bottleneck. Now how does that tie into geopolitics? There’s an AI race going on across the world if you haven’t been paying attention. Governments aren’t going to just roll over and let someone else beat them to it. So like the military industrial complex that gets money like its free in the US - yeah, I wouldn’t hold my breath.

What will really tank things would be if the US dollar goes through a crisis - the trajectory is possible but it wont be an over night thing. Central banks around the world are watching and coordinating to keep things stable - for now. So what can you do? It’s simple - withhold your unnecessary consumer spending and cause a crunch in liquidity. Unfortunately this will only work collectively. So good luck!