AI Is Not a Product Cycle
— James E. Thorne (@DrJStrategy) August 18, 2026
The AI bears have a simple story: demand is not there, while the industry is building far too much capacity.
Their latest exhibit is Big Tech’s roughly $ 3T of commitments for chips, data centres, power and leases. Because those items appear in… pic.twitter.com/sKkM1uVlcl
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