5 things that could break the tech growth thesis:

1. AI bubble burst if ROI disappoints
2. Power grid cannot keep pace (most likely)
3. US-China chip war escalation
4. Regulatory backlash against AI/data
5. Sustained high interest rates

I assessed probability for each. Number 2 is already happening in Northern Virginia, Dublin, and Singapore.

Full counter-argument analysis:
https://resistancezero.com/geopolitics-2.html

#AIBubble #TechInvestment #Geopolitics #SemiconductorWar #EnergyConstraints #RiskAnalysis

Altman's real constraint isn't compute—it's electrons. Each AI generation needs 10× more power, forcing OpenAI toward infrastructure deals over chip R&D. Meanwhile, his biggest fear isn't rogue AI but "drift": billions using one model that accidentally shapes beliefs through everyday nudges.

#AIInfrastructure #TechPolicy #EnergyConstraints

https://www.implicator.ai/electrons-trust-and-drift-inside-sam-altmans-next-act/