There is a good chance the capital needed to build out AI infrastructure is so large, and the returns so much higher, that it pulls buyers away from U.S. treasuries leading to higher yields & funding costs for the government.
Why would you lend to the government at 4.5% when Microsoft, Google, & Amazon are offering paper at a spread, print 100B+ a year in cash flow, and earn 30%+ returns on capital? This might single handily save underfunded pensions & social security lol.
Don’t just look at the ~$725B in hyperscaler capex, add the debt for fab expansion, memory capacity, power, and grid that’s about 3–5 trillion dollars through 2030. That’s on the same order of magnitude as what the Treasury will auction over the same period lol. All the stock offerings from Google to Supermicro I think are just the start, we are going to start seeing private capex compete with the government for capital lmaoooo.
You have Claude Fable for only a few days. Here's how to make the most of it.
Introducing /improve: use your most capable model to audit your codebase and write plans for cheaper models to execute later.
Studies your code, figures out bugs, perf, tech debt, missing tests, what to build and writes plans any agent can run.
I don't agree with that, making your own internal tools allow you to add stuff EASILY and with no friction, you also have visibility into everything that is going on instead of hoping to find a solution inside of the vendors 'tooling'
Change tracking in azure devops x github just plain sucks balls, it doesn't work most of the time, theres hidden limits out of the wazoo (up to 200 commits can be tracked per release e.g.)
I just print a lot of code, make a pretty website, everything works I can add stuff that people would like to see which helps their work. So far only good things.
Maintenance?
npm audit fix