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+---- Thread: The AI Bottleneck Investors Keep Misdiagnosing (/showthread.php?tid=6317247)
The AI Bottleneck Investors Keep Misdiagnosing - Stanley - Jan 5, 2026
The AI Bottleneck Investors Keep Misdiagnosing
The real limit on AI isn’t compute — it’s capacity. The bottleneck is fast, visible, and solvable. Throw money at it, and it moves. But after you solve the engineering bottleneck, you hit the one that doesn't bend. This bottleneck doesn’n't care about capex or innovation cycles. It doesn't scale with demand.
https://hackernoon.com/the-ai-bottleneck-investors-keep-misdiagnosing?source=rss