I think there's a reasonable argument that our entire society right now is under AI psychosis: The stock market keeps going up in the face of the indefinite closure of Hormuz. We're investing in datacenters at a scale that only makes sense if AI capabilities continue to advance to the point where they surpass most humans at most white collar tasks, if not reach superintelligence. And what are the possible outcomes? -…
Also $1T in data center investment makes sense when you realize that companies are racing to create virtual white collar workers. Google spends $9B a year on software engineers.