AI Bubble Panic Misses the Point

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In this video, I break down why “Is AI a bubble?” is the wrong question. If China makes a move on Taiwan, market caps won’t matter, capability will. Overbuilt datacenters, trained talent, and toolchains can be repurposed for cyber, ISR, logistics, and autonomy. I also walk through the constraints (power/cooling, ownership, integration), the counterpoints (fabs, export controls, “good-enough” silicon), and the four things you actually need to win with AI: chips, data, doctrine, integration.

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Category: Artificial Intelligence

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AI Bubble Panic Misses the Point

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