MediaClipValue-First AI Daily

They can't make compute fast enough

September 1, 2026

0:42

Everyone keeps comparing the AI infrastructure buildout to the dot-com crash. My co-host Nico's rebuttal is the best one I've heard against it.

His argument, direct: 'They can't make compute fast enough, right? ... It is absolutely a completely different era.' The dot-com crash came from too much infrastructure going in a decade before anyone needed it. This is the opposite problem: demand is already ahead of supply.

Where does it all go next? His answer: 'it's like space, baby.'

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Value-First AI Daily - Sep 1, 2026

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