The macro error is treating AI as infinite software. It’s a physical hardware drain. If data centers cause chip costs to explode, forcing Apple to hike prices and choking consumer tech, AI isn't creating value—it's confiscating it. The sharp reversal in the MSCI Asia Pacific IT index proves that markets are finally done with promises and are now accounting for physics. #Macroeconomics #TechSellOff #AI #GlobalMarkets
The macro error is treating AI as infinite software. It’s a physical hardware drain. If data centers cause chip costs to...
