lukestiles (@lukestiles) 's Twitter Profile
lukestiles

@lukestiles

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ID: 9037562

calendar_today22-09-2007 20:00:07

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lukestiles (@lukestiles) 's Twitter Profile Photo

GPUs depreciate way faster than railroad tracks. In a few years when it’s time to upgrade them, all that will remain will be a bunch of large specialized buildings with good connectivity and maybe some energy deals.

lukestiles (@lukestiles) 's Twitter Profile Photo

It’s AI and data centers, dot com and telecom at the same time, like last time. But the infra over building won’t be sitting around underground waiting to be lit up when we’re finally ready like the fiber of the early 2000s. So who goes down like Worldcom?

lukestiles (@lukestiles) 's Twitter Profile Photo

Get married is timeless, and putting it on the same list invalidates all of this commentary. Which could be good, but is spiritually wrong.