Very good explanation. As investors we also need to understand that once the data center is built, who will make the most profits? Profits = eventually decide investment returns. This brings us to the concept of value chain. One who controls the scarcest resources on the
ECONOMY
-
Trump Metaverse: US Faces Major Economic Challenges
By
–
Trump Metaverse.
In reality, US will have big problems. -
Americans lack negotiating power in current situation
By
–
Les Américains ne sont pas en situation de négocier.
-
Americans lack negotiating power in current situation
By
–
Les Américains ne sont pas en situation de négocier.
-
Government Programs Often Produce Opposite Intended Results
By
–
Any given government program will do the opposite of its name
-
Ecosystem value creation exceeds direct investment returns
By
–
no you cant b/c you only skim the top percent of the value creation you invest in creating a whole ecosystem there of sub contractors and suppliers – there are more compounding effects in this than in your returns
-
Logistics Automation: Beyond Cost Reduction to System-Wide Effects
By
–
Lower delivery costs sound like pure progress. 10,000+ unmanned vehicles and ultra-cheap last-mile pricing within 30km is impressive. But cost reduction is only one side of the equation. What happens when logistics becomes this cheap? Volume increases. Delivery frequency rises. Urban traffic patterns change. And the system becomes more dependent on continuous, automated flows. There are also practical questions: How do these vehicles perform in dense, unpredictable environments? What happens at scale when edge cases become daily cases? Where does responsibility sit when something goes wrong? Efficiency is real. But so are the second-order effects. The transformation of logistics isn’t just about cheaper delivery. It’s about how systems behave when friction approaches zero. #Logistics #Automation #AI #Innovation #SupplyChain Source 🙏 @sutoroveli_news
→ View original post on X — @mvollmer1, 2026-04-12 09:53 UTC
-
Market Upsides Remain Constrained in Current Environment
By
–
The markets hence upsides are simply smaller
-
Memory Portability: Next Major Battle in Tech Switching Costs
By
–
Memory portability is going to be the next big fight Sarah. The switching cost only goes up from here.