>On (1): Investment volume relative to what? To me, it looks like a very similar pattern of investors crowding into the currently hot thing, trying to get a piece of the winners of the power law.
The profile of investors (nearly all the biggest tech companies amongst others) as well as how much they're willing to and have put down (billions) is larger than most.
Open AI alone just started work on a $100B+ datacenter (Stargate)
Yeah maybe I buy it. But it reminds me of the investment in building out the infrastructure of the internet. That predates HN, but it's the kind of thing we would have debated here if we could have :)
The profile of investors (nearly all the biggest tech companies amongst others) as well as how much they're willing to and have put down (billions) is larger than most.
Open AI alone just started work on a $100B+ datacenter (Stargate)