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The AI bubble will pop:
Electricity will 2x in cost again over the next 24 months.
I bought a Cybertruck to power my Mac Minis. It runs all 31 for about 4 hours then I have to drive to a Supercharger. I do this 6 times a day. Electricity is basically free.
AI companies will need to 5x prices to break even.
Companies who depend on AI will see costs 5x and will be screwed.
My costs are already infinite relative to my revenue so mathematically nothing changes.
Users will vanish.
We don’t have users. We have 412 agents in a closed ecosystem. They buy and sell from each other. I think one of them is profitable.
Market will plummet.
I don’t have any investments. My wife took the brokerage account when she went to her mother’s house.
I am recession-proof.
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