
infrastructure, which will be radically cheaper when the bubble pops
I wouldn’t count on that unless the popping sound is nuclear. Demand for AI is not going anywhere, even when companies fail and investors lose out.
What will improve prices for everyone is better algorithms and more efficient chips for them, helping supply to catch up with demand.
If Microsoft lets the patent sit idle and refuses to license it to others, it would be a very good thing for a few years. Let’s see what happens, though.