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→Economy
*[[Philip Pilkington ]]: AI capex is driving almost all GDP “growth” in the US right now. More than the railroad bubble of the late-19th century. Yet people just aren’t spending all that much to use AI products..
*[[Philip Pilkington ]]: AI capex is driving almost all GDP “growth” in the US right now. More than the railroad bubble of the late-19th century. Yet people just aren’t spending all that much to use AI products..
:"It’s true. Half the token usage is from Chinese models like Deepseek and Z-AI. Deepseek is by far the most used model, dwarfing Google, Anthropic and Open AI. The Chinese are achieving this with much less capex. [https://x.com/philippilk/status/2086669889830318304]
:"It’s true. Half the token usage is from Chinese models like [[Deepseek]] and Z-AI. Deepseek is by far the most used model, dwarfing Google, Anthropic and Open AI. The Chinese are achieving this with much less capex. [https://x.com/philippilk/status/2086669889830318304]
[[File:Screenshot 10-8-2026 17127.jpeg|center|650px|thumb|]]
[[File:Screenshot 10-8-2026 17127.jpeg|center|650px|thumb|]]