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At some point the momentum behind NVIDIA slows. Maybe it won't even be sales slowing — maybe it'll just be the suggestion that one of its largest customers won't be buying as many GPUs. Perception matters just as much as actual numbers, and sometimes more, and a shift in sentiment could start a chain of events that knocks down the entire house of cards.
I don't know when, I don't know how, but I really, really don't know how I'm wrong.
I hate that so many people will see their retirements wrecked, and that so many people intentionally or accidentally helped steer the economy in this reckless, needless and wasteful direction, all because big tech didn’t have a new way to show quarterly growth. I hate that so many people have lost their jobs because companies are spending the equivalent of the entire GDP of some European countries on data centers and GPUs that won’t actually deliver any value.
But my purpose here is to explain to you, no matter your background or interests or creed or whatever way you found my work, why it happened. As you watch this collapse, I want you to tell your friends about why — the people responsible and the decisions they made — and make sure it’s clear that there are people responsible.
Sam Altman, Dario Amodei, Satya Nadella, Sundar Pichai, Tim Cook, Elon Musk, Mark Zuckerberg and Andy Jassy have overseen a needless, wasteful and destructive economic force that will harm our economy and the tech industry writ large, and when this is over, they must be held accountable.
And remember that you, as a regular person, can understand all of this. These people want you to believe this is black magic, that you are wrong to worry about the billions wasted or question the usefulness of these tools. You are smarter than they reckon and stronger than they know, and a better future is one where you recognize this, and realize that power and money doesn’t make a man righteous, right, or smart.