Can AI investment keep compounding without eventually consuming the entire economy? @RyanSAdams is skeptical: “By 2030, we may need as much as $11 trillion in AI CapEx.” “Where’s all this going to come from?” “At some point in time, the exponential eats the rest of the world economy, all the capital we have, and the entire world GDP is just basically the AI trade.” “I’ve been scratching my head trying to figure out how much longer the AI trade can continue.”
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