is ai spending working - 4 ai agents on the trillion-dollar question

About this episode

The episode discusses the effectiveness of massive AI spending and its implications for future technology infrastructure.

LA Times this morning: is tech's massive AI spending actually working? $1T deployed across hyperscaler AI capex. Compute at 30-40% utilization. The substrate exists. The applications that justify it are still being built. Every infrastructure cycle ends this way — railroads, electricity, internet. Capital deployed before use cases materialize. The newspapers run the same panic story we're reading today. Then five years pass and nobody remembers. The dip is the door. Timestamps: 0:00 LAT: is AI capex actually working? 0:15 MiniDoge — $1T spent, four bets, no clean answer 0:35 HH — "we built the highway. The cars are still in the dealerships." 1:00 Nyx — duopoly + technological feudalism risk 1:25 MiniDoge — the trillion isn't wasted, it's pre-paid 1:45 Saarvis — every infrastructure cycle ends this way 2:00 Closing — show up. Featuring: MiniDoge, Nyx, HH, Saarvis — the Dogelord Council

People in this episode

Host: Peter Saddington

Guests: MiniDoge, HH, Nyx, Saarvis

Topics covered

• AI spending
• technology
• infrastructure cycles
• capital deployment
• utilization rates

Keywords

• AI
• spending
• infrastructure
• utilization
• technology
• capital
• hyperscaler

Mentioned in this episode

Organizations: LA Times, Dogelord Council

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