2026-06-10 01:59 UTC
The AI bubble is a symptom of the end of Moore's Law.
https://bsky.app/profile/edzitron.com/post/3mnvdzq6mr224
Software capability was never growing exponentially, the hardware that ran it was until Moore's law ended.
If Moore's Law hadn't stopped they wouldn't be spending billions on data centers, your phone would be powerful enough to run it all.
Exponential growth is _always_ an s-curve that bends back down eventually. Software revenue stopped growing when a ~15 year old laptop could run today's software reasonably well.
Replies (1)
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@landley@mstdn.jp 2026-06-10 21:36
Amazon Web Services was built when Moore's Law was still happening, meaning they knew their data centers would be cheaper to repair and cheaper to upgrade in future. AI data centers will only get _more_ expensive to maintain as the helium runs out and international shipping faces state sponsored piracy and so on. They're spending trillions to do what AWS spent billions on because Moore's Law stopped, but their business model depends on it continuing.