🔥 Hot Takes Tuesday for 2024-10-15
Two hot takes on the two stories caught my eye on Tuesday.
💰 + 🤖 When a ~8X sized SPV is made (compared to the investment 5 years ago) as part of an already eye-watering round, it means AI FOMO is very real.
https://www.techmeme.com/241011/p23#a241011p23
[ where oh where will the workloads live… ]
💰 + 🏗️ A $2B raise for 3 data centers in the US reflects that AI FOMO requires a physical home too.
https://www.techmeme.com/241015/p11#a241015p11
