Fiber lasts decades, GPUs last three years: the AI boom isn't the dot-com boom (Ep. 318)

A classifier went from a $200M to a $7.5B valuation in 24 days. We've seen this before: blockchain. Same hype, same irrational money. And no, it's not like the dot-com fiber boom: fiber lasts decades, GPUs go obsolete in a couple of years. Who pays when the music stops?

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References

https://mythicaltokenmonth.com/https://www.anthropic.com/research/AI-assistance-coding-skillshttps://the-decoder.com/ai-coding-tools-hurt-learning-unless-you-ask-why-anthropic-study-finds/https://advait.org/files/lee_2025_ai_critical_thinking_survey.pdfhttps://www.theregister.com/software/2025/02/11/some-workers-are-already-outsourcing-their-brains-to-ai/1094150https://avweb.com/news/faa-urges-maintenance-of-manual-flight-skills/

Anthropic: AI assistance and coding skillsThe Decoder on the Anthropic studyLee et al., CHI 2025 (PDF)The Register on the Microsoft studyAVweb: FAA urges maintenance of manual flight skills

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