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kiba01/15/20263 repliesview on HN

I expect China to overbuild and the west to underbuild.


Replies

CuriouslyC01/15/2026

Overbuilding energy doesn't seem like a problem, if Jevon's paradox applies to ANYTHING, it applies to energy.

jgalt21201/15/2026

You say that and OpenAI is signing compute deals in excess of 20X current revenues.

show 1 reply
sneak01/15/2026

I know which error I’d prefer to be making.