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Archive of entries posted on 2nd August 2026

It all seemed so simple. Until it wasn’t. Here’s enough reading to choke a horse. Enjoy

It’s over for now. The AI irrational exuberance. It all seemed so simple. Invest in the AI “picks and shovels” and ride the stocks into the infinite ionosphere, since demand for AI was infinite, and building AI data centers had no limits. Then suddenly it wasn’t. Maybe demand — better call it paying demand for […]