Slack: C0A0J067M6V/ts:1771972358.3203

Author: Will B Date: 2026-04-07 Type: slack Evidence: 2 Themes: 2

ai-pricing-sovereignty-local-models

🟢 [E1687] The money will be made by investing at the moment that the legacy media and establishment voices tell you that it's all been a nasty dream.
supporting · 2026-04-07

ai-capex-infrastructure-bottleneck

💬 [E1643] The 1990s fibre over-build analogy is nonsense: if there's power the chips can be monetised immediately, even if it's just for inference. The revenue attributable to GPUs is already enormous.
commentary · 2026-04-07