Ben Thompson / Stratechery:

The AI boom is driving coordinated innovation in the US as it builds fabs and energy infrastructure that could have lasting value even if the bubble bursts  —  It's funny to remember that a decade ago there were enough people convinced we were in a bubble that I felt compelled to write …

Ben Thompson / Stratechery:

The AI boom is driving coordinated innovation in the US as it builds fabs and energy infrastructure that could have lasting value even if the bubble bursts  —  It's funny to remember that a decade ago there were enough people convinced we were in a bubble that I felt compelled to write …