Seedance 2.5: a 12-second video for $6.85.
Hiring people to shoot something this good? It would cost way more than that.
And AI costs are falling faster than electricity, lithium batteries, or compute ever did (see chart).
Meanwhile, the US midterms just made data centers a target:
Several data center-heavy states flipped governors, and tougher regulation is coming.
The Dallas Fed estimates data centers have already pushed wholesale power prices up 6.9%.
Yet the money keeps flowing: Microsoft, Google, Meta and Amazon plan to spend over $700B on capex this year, up more than 70% from last year.
My take: the buildout may slow down, but it won't stop.
Demand is growing exponentially, costs are falling exponentially, and no country is going to give up that card.
So I put my money where my mouth is: $10K into SpaceX.
(Not financial advice. If I lose, don't blame me 😂)
#AI #DataCenters #SpaceX #buildinpublic