Press Space to continue
Curated tech posts from X on AI, startups, and product development—signal without the doomscroll, updated on weekdays.
Press Space to continue
Press Space to continue
.@bubbleboi says we're still at the very beginning of the AI cycle and have at least three years of "capex going crazy": "At the beginning of the year, hyperscalers basically said they're going to spend $680 billion. I mean, we're just at the start." "I think we have at least three years of capex growth going crazy, from my estimates. And from there, I think tokens are looking like the new oil or electricity. At this point, I can't actually live my life without a token." "Right now is really…