@KresoBilan AI is absolutely useful. Just like the fiber cables laid out by Global Crossing are indispensable (no sarcasm)
Why now
Thesis: Skepticism over AI infrastructure overbuild persists
Catalyst to watch: Evidence of AI revenue or capex cuts
Main risk: Overbuild could strand capital
Why it matters
Sarcastic comparison of AI to overbuilt fiber capacity questions whether AI capex will earn returns.
Details
@KresoBilan AI is absolutely useful. Just like the fiber cables laid out by Global Crossing are indispensable (no sarcasm)
Related assets & topics
AISources
- x · 2026-09-22 22:49 UTC