Why the GenAI Infrastructure Boom May Break Historical Patterns
Freedom to Tinker 2025-11-25
Summary:
Authored by Mihir Kshirsagar Observers invoke railroad, electricity, and telecom precedents when contextualizing the current generative artificial intelligence (GenAI) infrastructure boom—usually to debate whether or when we are heading for a crash. But these discussions miss an important pattern that held across all three prior cycles: when the bubbles burst, investors lost money but society […]
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