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soatok@furry.engineer ("Soatok Dreamseeker") wrote:

I find myself somewhat convinced of what most would probably call a conspiracy theory.

It's not the outlandish "therefore {aliens, mind control}" variety. It's much more boring and in line with Big Business MO.

It involves the top-down AI hype, TSMC, the US government, the bubble-shaped economics of LLMs and Nvidia, the recent Anthropic / OpenAI spectacle, and some history lessons about trains and government bailouts.

This is a significant departure from what I normally like to write about.

Should I blog about it?