Oh I did not mean to attribute "SchadenFraud" to you! Rather I meant I suspect that's the reason Burry's current AI bear thesis is catching on way more than his previous bearish calls.

I would like a world of cheap compute too really, but I fear at this point it could only happen if all AI demand suddenly disappeared and never came back. Given how fast it is growing and how far it still has to grow, compounded by the limited rate at which new capacity is being built, it seems unlikely we'll get to an overbuilt state for an extremely long time... unless, like you said, there are dramatic breakthroughs in computation efficiency.