AI Supercycle Hits Ego Wall

This is funny because it exaggerates, but the underlying take is sharp: the “infinite money glitch” only works while money stays cheap and the macro backdrop stays friendly.

• –Tariffs, conflict risk, and higher rates can squeeze chip, GPU, and data-center spending fast
• –If public-market enthusiasm cools, the gains shift toward infrastructure owners and suppliers, not app-layer startups
• –AI builders still need stable financing and predictable compute costs to ship at scale
• –The post is really about how fragile the AI boom is when politics and ego enter the frame