Transformer newsletter says its July call on an impending AI slowdown is aging well
ShakeelHashim · x · 2026-09-13
Shakeel Hashim revisits his newsletter Read Transformer's July prediction that an AI slowdown was coming, claiming the call is "aging pretty well."
A reminder of how subscriber-funded industry newsletters build credibility on early judgment calls — and a data point in the ongoing debate over AI capex and scaling momentum.
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