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Paul Kedrosky of SK Ventures warns that the massive AI infrastructure buildout risks mirroring the over-investment that preceded the 1929 market crash. "I think the exact same thing is inevitable here, in part because we're making the same mistake of this naive extrapolation of future demand based on this anomalous period between 2017 and 2022..." "We've largely exhausted the existing training corpus, so the future will not look like the past. So the predictors based on the past are all wrong. S
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