After the Bubble · The GenAI bubble is going to pop. Everyone knows that. To me, the urgent and interesting questions are how widespread the damage will be and what the hangover will feel like. On that basis, I was going to post a link on Mastodon to Paul Krugman’s Talking With Paul Kedrosky. It’s great, but while I was reading it I thought “This is going to be Greek to people who haven’t been watching the bubble details.” So consider this a preface to the Krugman-Kedrosky piece. If you already know about the GPU-fragility and SPV-voodoo issues, just skip this and go read that ... [2 comments]
