Jevon's paradox 'lazy analysis': red queen dynamics may absorb massive AI compute buildout
QuintinPope5 · x · 2026-11-02
QuintinPope5 pushes back on a viral analysis warning of AI overbuilding. That piece calculated, using SemiAnalysis power availability data, that next year's compute supply would require $2.5T in revenue to consume — even assuming only 50% for inference at DeepSeek V4.1 Flash rates. QuintinPope5 argues many sectors operate in red queen dynamics around intelligence — better marketing than rivals, better cyber defense than attackers, better trading alpha than competitors — so more intelligence supply will itself induce more demand.
Related event: Debate over compute glut: new capacity would need $2.5T revenue to absorb(2 posts)→
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