Recently there have been discussions in the US regarding the shuttering of major airports with all flights in and out completely cancelled. The explanation given defies logic. However, with the Strait of Hormuz shut and jet fuel under pressure it appears that oil would eventually rise. Theory: By shuttering the airports it creates automatic demand destruction and conceals the scale of the issues caused by Hormuz? Possible? Likely? Outcomes?
Recently there have been discussions in the US regarding the shuttering of major airports with all flights in and out completely cancelled. The explanation given defies logic. However, with the Strait of Hormuz shut and jet fuel under pressure it appears that oil would eventually rise. Theory: By shuttering the airports it creates automatic demand destruction and conceals the scale of the issues caused by Hormuz? Possible? Likely? Outcomes?
It’s beneficial in ways for the hyperscalers or those with significant cash reserves to have a market crash as it cheapens /bankrupts what’s needed for deeper AI societal integration long term. A crash timing becomes useful only though once there is sufficient build out for clear take all winners. Left too long the result is “dark fibre” especially in data centres that are not grid connected and with GPUs that age out.
Crashes following railroads, radio, housing, internet all went far in the infrastructure build out but here the narrative enthusiasm probably would require being sustained for a number of more years to enable for the underlying infrastructure demands to catch up to the vision.
Given where we are at in the infrastructure versus narrative build out what do you imagine would be a helpful crash time for ultimate benefit to a few and later then leading to integration?
Edit: My question is about timing in the build out cycle. Leave it too long and there is build out that just sits there and is unproductive. Too early and there is insufficient wipe out. The sweet spot is enough to dominate the industry and buy up all the less resourced or highly leveraged companies and hire talent that produced the build out and data. Do you try to prevent Open AI for example from getting their data centres built, for example? How leveraged do you allow creditors / investors to become? How do you manage a crash so it doesn’t devastate you if you know it’s coming and know you have a lot of power?