teortaxesTex challenges robot-token thesis: supply chain can't scale by 2027
teortaxesTex · x · 2026-10-21
Replying in a compute-economics debate, teortaxesTex asks whether enough robots can actually be built by end-2027 to consume the tokens needed to justify AI capex, noting mechanical supply chains and physical-world adoption don't scale as fast as chips.
Related event: Debate erupts over AI compute economics: what revenue does 50GW need(7 posts)→
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