

Peter drove a Ford!
“And Peter followed from a-Ford.” (Matthew 26:58)
Pontiac had some sales too:
“And the Lord gave them Solstice.” (Joshua 21:44)
The Bible even had the Fast and the Furious!
“The driving is like the driving of Jehu the son of Nimshi; for he driveth furiously.” (2 Kings 9:20)
Jehu probably drove a Plymouth Fury (with a lead foot).















I’ve been researching this a bit… I’ve come to the conclusion that there is no AI bubble. In fact, we’re only just getting started down this road. Unless there’s some massive 100x efficiency breakthrough in training AI and inference, the entire world is going to be building seemingly endless AI data centers (and the normal compute kind, e.g. for stuff like AWS, Google/YouTube, Meta, banks) for at least a decade. Probably a little longer (12-15 years before demand levels out).
Everyone thinks that “AI data center” means ChatGPT, Claude, Gemini, etc but there’s 10,000x more demand for AI than those services. Think: Pharmaceutical companies trying to find proteins, scientists (and big agriculture!) trying to model the weather, and other businesses trying to automate stuff. Not just software; robots and things like conveyor belts.
Another example: Ever use one of those self-checkouts that’s mostly just a camera pointing down, where you place the stuff you’re purchasing? That uses AI too.
Having said that, there is a great big bubble in AI: OpenAI, specifically. That will definitely pop one day. And hopefully, the DRAM bullshit will go along with it.