destroyAgile

Las humanidades son carreras históricamente burguesas. No existe ninguna razón para becar un capricho burgués. Necesitamos, eso sí, médicos, ingenieros, científicos, arqueólogos...eso sí se puede becar.

Qué tío más insufrible, por favor. Pero por qué no se calla?

"el dotcom fue una burbuja y no quiere decir que internet no fuera disruptivo" gracias makina, nadie lo había pensado antes ahora llamo a todos los equipos económicos de las mayores empresas del mundo para comentárselo y que reconsideren sus planes de CAPEX

Peter Thiel just compressed forty years of American decline into one sentence. Thiel: “Silicon Valley deals in the world of bits; most of the economy is the world of atoms.” For four decades, the most talented engineers alive funneled into a single corridor. Computers. Software. Mobile. Internet. Not because the physical world ran out of problems. Because solving them became illegal. Thiel: “It was a bad idea to become an aerospace engineer. These were all industries that were sort of in structural decline because they were getting outlawed, they were getting regulated to death.” Nuclear. Chemical. Mechanical. Aerospace. Field after field, regulated into silence before a generation of builders ever arrived. Thiel: “Computer science was the only sort of scientific, technical field that actually had a future in the 1980s.” So the builders went where building was still allowed. The physical world paid in decades. Founders Fund: “We wanted flying cars. Instead we got 140 characters.” That is not satire. That is the ledger. Now AI is forcing the reckoning no one scheduled. The intelligence being built inside data centers does not stay inside data centers. It moves into manufacturing. Into energy. Into aerospace. Into every domain that was locked and left to decay. That gap is closing. Faster than most institutions can process. America fills it. Or cedes it.

no entiendo cómo alguien podría usar Claude Code/Codex durante una mañana y pensar nah, esto es una burbuja es que... LOL

The timeline on this is genuinely insane. October 2025: Sam Altman flies to Seoul and signs simultaneous deals with Samsung and SK Hynix for 900,000 DRAM wafers per month. That's 40% of global supply. Neither company knew the other was signing a near-identical commitment at the same time. Those deals were letters of intent. Non-binding. No RAM actually changed hands. But the market treated them as gospel. Contract DRAM prices jumped 171%. A 64GB DDR5 kit went from $190 to $700 in three months. December 2025: Micron kills Crucial, its 29-year-old consumer memory brand, to reallocate every wafer to AI and enterprise customers. The company explicitly said it was exiting consumer memory to "improve supply and support for our larger, strategic customers in faster-growing segments." Translation: the AI demand signal was so loud that selling RAM to PC builders stopped making financial sense. March 2026: Google publishes TurboQuant, a compression algorithm that reduces AI memory requirements by 6x with zero accuracy loss. Cloudflare's CEO called it "Google's DeepSeek." The entire thesis that AI would consume infinite memory forever just got a six-month expiration date on it. Same month: OpenAI and Oracle cancel the Abilene Stargate expansion. The $500 billion data center vision that justified the RAM deals couldn't survive its own financing terms. Bloomberg attributed the collapse partly to OpenAI's "often-changing demand forecasting." MU is now down ~33% from its post-earnings high. Revenue up 196% year over year, EPS up 682%, and the stock is in freefall because the company restructured its entire business around a demand signal that came from non-binding letters and is now being compressed out of existence by a research paper. Micron bet the consumer division on Sam Altman's signature. The signature was worth exactly what the paper said: nothing binding.