Reposted by Egg Foo Jung
VC holding the entire ai bubble up because it’s what funds OpenAI and Anthropic and other ai companies, who are the only real large customers for ai data centers, which is where a lot of bank and private equity is tied up. Data centers capex a huge part of gdp growth
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If VCs want to gamble what's the relevance to anyone but them? In the housing bubble you had a lot of downstream income flowing, but couple AI heavy companies go kaput and other than overpriced AI workers getting clipped the fallout is what exactly?
December 24, 2025 at 4:54 AM
VC holding the entire ai bubble up because it’s what funds OpenAI and Anthropic and other ai companies, who are the only real large customers for ai data centers, which is where a lot of bank and private equity is tied up. Data centers capex a huge part of gdp growth
bsky.app/profile/lips...
bsky.app/profile/lips...