There may be a temporary plateau. And it could have fascinating macroeconomic impacts.

Efficiency will become the next thing to focus on. It was already emerging, but accelerating the focus on efficiency will lead to a ton of excess capacity and even some investments in data centers to go belly up. And ultimately the AI bubble bursting will look a lot like the dot com, with its surplus fiber.

Oh, and this will put gas on the fire that fighting AI and big tech is the next political rally cry. Along with “eat the rich” as they are seen as taking both jobs and money.

Curious to see where it’s all headed and how Trump’s call will impact it.