Over investment in AI data centers is having a huge negative impact all over the economy. Other sectors are missing out on investment limiting their growth and stalling the economy.

Companies have reduced staff prematurely on the promise of productivity improvements that have not occurred and lost customers to terrible customer service and declining product quality.

Many hardware launches are going to be delayed or not meet expectations which really is the tip of the iceberg.

The US/SK memory cartel understandably sold out for a massive short term windfall but they their long term decisions to limit supply have created a huge opportunity for China. I wouldn't be surprised if this will go down in the history books as the start of the exit for US/SK from the industry and the start of Chinese dominance.

The smart phone industry is likely to respond with an increasingly hostile anti-consumer approach as they try and lock customers into the cabins of the sinking ship. I expect cheap and cheerful Chinese budget phones aren't going anywhere.

I am happy for ram, cpu and storage to stall. I want a more robust and open phone which can take a fall and be updated long after the vendor loses interest. I expect to uninstall most of my apps rather than install new ones as I increasingly disconnect from an ever more distracting and worthless medium. I have cancelled nearly every subscription service in the last 12 months. And I have been deleting a lot of free accounts and apps. Its like doing a big cleanup. Surprisingly rewarding.

HN has felt like more than 50% AI industry promoting blog spam of little interest to me as a reader for some time. I am setting a budget of ten, no make it five, more posts here. Then I am out for good. Account deletion and no looking back.