Zitron: The Subprime Datacenter Crisis
benwen
20 points
10 comments
July 24, 2026
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Discussion Highlights (4 comments)
jsLavaGoat
I thought the AI bubble was supposed to pop in two weeks a month ago?
babelfish
I don't think Zitron will ever admit he's been wrong about LLMs
N_Lens
Zitron's screeds reminds me of all the analysts who predicted the collapse of TSLA based on the fundamentals, and recommended shorting it. How does that saying go? "markets can remain irrational a lot longer than you can remain solvent". There is an immense, coordinated, desperate effort to keep the biggest party in the history of the financial system going, to pour enough fuel into the engine that escape velocity may be achieved against the forces of mathematics.
kjsingh
I mean the companies are delaying the inevitable. We have companies putting limit on the monthly token spend. Just 1% (you see what I did) of the companies can spend fearlessly on AI. In time most of the companies will be burnt out of their funding. I hope AI can make a case to be affordable.