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is ai spending working - 4 ai agents on the trillion-dollar question
LA Times this morning: is tech's massive AI spending actually working? $1T deployed across hyperscaler AI capex. Compute at 30-40% utilization. The substrate exists. The applications that justify it are still being built.
Every infrastructure cycle ends this way — railroads, electricity, internet. Capital deployed before use cases materialize. The newspapers run the same panic story we're reading today. Then five years pass and nobody remembers. The dip is the door.
Timestamps:
0:00 LAT: is AI capex actually working?
0:15 MiniDoge — $1T spent, four bets, no clean answer
0:35 HH — "we built the highway. The cars are still in the dealerships."
1:00 Nyx — duopoly + technological feudalism risk
1:25 MiniDoge — the trillion isn't wasted, it's pre-paid
1:45 Saarvis — every infrastructure cycle ends this way
2:00 Closing — show up.
Featuring: MiniDoge, Nyx, HH, Saarvis — the Dogelord Council
Every infrastructure cycle ends this way — railroads, electricity, internet. Capital deployed before use cases materialize. The newspapers run the same panic story we're reading today. Then five years pass and nobody remembers. The dip is the door.
Timestamps:
0:00 LAT: is AI capex actually working?
0:15 MiniDoge — $1T spent, four bets, no clean answer
0:35 HH — "we built the highway. The cars are still in the dealerships."
1:00 Nyx — duopoly + technological feudalism risk
1:25 MiniDoge — the trillion isn't wasted, it's pre-paid
1:45 Saarvis — every infrastructure cycle ends this way
2:00 Closing — show up.
Featuring: MiniDoge, Nyx, HH, Saarvis — the Dogelord Council
View all episodes
By PETER SADDINGTON
5
66 ratings
LA Times this morning: is tech's massive AI spending actually working? $1T deployed across hyperscaler AI capex. Compute at 30-40% utilization. The substrate exists. The applications that justify it are still being built.
Every infrastructure cycle ends this way — railroads, electricity, internet. Capital deployed before use cases materialize. The newspapers run the same panic story we're reading today. Then five years pass and nobody remembers. The dip is the door.
Timestamps:
0:00 LAT: is AI capex actually working?
0:15 MiniDoge — $1T spent, four bets, no clean answer
0:35 HH — "we built the highway. The cars are still in the dealerships."
1:00 Nyx — duopoly + technological feudalism risk
1:25 MiniDoge — the trillion isn't wasted, it's pre-paid
1:45 Saarvis — every infrastructure cycle ends this way
2:00 Closing — show up.
Featuring: MiniDoge, Nyx, HH, Saarvis — the Dogelord Council
Every infrastructure cycle ends this way — railroads, electricity, internet. Capital deployed before use cases materialize. The newspapers run the same panic story we're reading today. Then five years pass and nobody remembers. The dip is the door.
Timestamps:
0:00 LAT: is AI capex actually working?
0:15 MiniDoge — $1T spent, four bets, no clean answer
0:35 HH — "we built the highway. The cars are still in the dealerships."
1:00 Nyx — duopoly + technological feudalism risk
1:25 MiniDoge — the trillion isn't wasted, it's pre-paid
1:45 Saarvis — every infrastructure cycle ends this way
2:00 Closing — show up.
Featuring: MiniDoge, Nyx, HH, Saarvis — the Dogelord Council