The AI bubble is probably gonna burst faster than it would have and it’s because people by and large demonstrated the easiest & most effective form of collective action (as compared to amount of personal effort & risk) one can do within a consumer driven society. We rejected it. We did not buy.

April 04, 2026 - 16:09 UTC

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Yet the article says there's a huge, growing demand for AI and the data centers needed to make it work. It says the delay/ cancelation of these projects is due solely to supply chain problems. I like your formulation, but it's kind of the opposite of what the linked story is saying.
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Thanks. I didn't read the article, only the post & headline. I should have.
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It's also good that the sooner it bursts, the less money invested over time. The less economical impact that will have.

That is why we can't capitalists do whatever they want. It will devastate us all.
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You know my news feed is all articles from Fortune and Wall Street Journal and techCrunch talking about how all these so called "advancements" in AI and I'm reminded of someone showing the leak if Claude's code and it's just vibe coding "please don't install malware prompts PRETTY PLEASE"
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Yep. Because let's face it, genAI is just a really sophisticated Markov chain. The "breakthrough" that led to it wasn't anything fundamental, it was discovering a way to encode the context and transition rules in a way that could fit into memory and be executed reasonably quickly.
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I feel bad for anyone retiring in the next 5-8 years but it's like an abscess it's got to drain
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GOD, how i hope this is for real and not false hope 🤞🏻 may it and all those who built it melt into HELL!
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It just helps that in this case "collective action" equates "collective inaction". 🤔
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it says in the article the reason is hardware components being unavailable. also at the consumer level chatgpt itself has like 200 million active daily users- and that's just chatgpt
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You do understand that with GenAI in particular there are so many ways to cook the “daily active user” metric that this number is essentially meaningless, yes?

Its main purpose is try to convince venture capital to dump more money on the trash fire.
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People are spending 10s of billions of dollars on AI and the spending is rising exponentially.
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The data center is taking the hits, but the citizenry is immersed in, and enjoying, AI because it is ubiquitous in our lives. It is similar to the “Buy American” phase, when really 70% of your house and everything in it is from China.
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Most people aren’t enjoying it actually. You can keep claiming that’s the case but we know better.
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Some people have rejected it. Many people have not. Many have embraced it.

And even if the bubble pops, AI isn't going away any more than online businesses went away after the dot bomb. It's here to stay.
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I don't think any amount of adoption would compensate their expenses. There's gotta be so much laundering going on that they had to start building like mad to hide it all. No other explanation.
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I don't want to detract from the story, but wonder how much of this also comes from investors adjusting their bets cause:

1) AI simply isn't getting the results they were told it would in the speed they expected.

2) There's a big economy retraction coming as a result of this stupid war.
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The war is a very intense detractor for AI investments:

- Many investors are petrodollar heavy funds
- A long term war will be catastrophic for the internal political scenario.
- Attempts to "call it a victory and go home" will be catastrophic for US relations that prop its economy.

It's a no-win.
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I'm sorry to say, but the article says it's because of the supply chain for electrical components, not lack of demand for ai
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it’s both
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Can’t happen soon enough…
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The article says that this is due to a lack of supply of transformers and other electrical systems needed to build these data centers. Boycotts can be effective and we should exercise that muscle of collective action but it doesn't seem like it was the deciding factor here.
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Well for example my GPU is no longer getting any driver updates (close source binary blobs) after only 10 years and its not even that expensive. Jetson lost support after like no-time at all. Good luck with these 40k GPU's that not going to make it more then 6 years max. 🤐
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most will have to be delayed for sure if not canceled outright. the rest being they lost the fight to build and run their own power plants, and that likely isnt going to change in time for any of these to go online. Im sure more goes into it, but if you cant power it you cant turn it on.
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Most importantly. we shall continue to do so.
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We can do this with a lot of things for a variety of reasons. We should.
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Sometimes, I wonder if large media outlets focus on bad news to drown out news exactly like this. We ignore our victories and hyperfixate on our defeats by design because God forbid we acknowledge our POWER!

Collective action can work for us if we just do it!
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That and when your main power source is a volatile, internationally traded commodity and you main building blocks take years, if not decades, to increase production.
A 3 - 6 year lead time will kill any hype product.
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Software industry, is usual, acted like a bunch of strikebreakers and went pro-AI at large. Because software engineers are champions of having no class consciousness.
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bsky.app/profile/t0ussaint.bsky.social/post/3m2naornvek2a
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