Datacenter buildout would have been less aggressive in a world where everyone gets AGI at once

willcb · x · 2026-10-04

Responding to Nick Cammarata, willcb argues a pause wouldn't change outcomes, only slow things down: in a world where everyone gets AGI around the same time, the presumed margins can't be underwritten, so the datacenter buildout would have been less aggressive.

Related event: Counterfactual: How an Earlier AI Pause Would Have Shaped Data Center Buildout(2 posts)→

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