Computer use is the fourth exponential demand wave in four years, argues VC firstadopter
firstadopter · x · 2026-09-05
VC firstadopter pushes back on the AI overcapacity bubble narrative, arguing we're in very early innings: demand has seen three exponential waves in four years (chatbots → reasoning → agentic coding), and computer tool use — with Astra as a milestone — will be the fourth, driving GPU/CPU demand. He even tells noted short-seller Michael Burry there's still time to flip bullish if he actually uses the models.
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