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Money flowing from the rest of the economy means money no longer being spent on something else. Assuming for the moment it's not all a big circular inflationary
by swiftcoder 3d ago
Money flowing from the rest of the economy means money no longer being spent on something else. Assuming for the moment it's not all a big circular inflationary scheme, what exactly is being cut back on to fund this infinite spend on AI inference?
- ajb 3d agoEconomic activity is a flow, not a stock. There might well be a bubble, but you can't prove it like that.
- swiftcoder 3d ago> Economic activity is a flow, not a stock Any one actor has finite cash flow (plus their cash-on-hand buffer). Directing cashflow towards inference necessarily directs it away from something else. Either these companies are spending less on something else, or they are returning less profit.