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On November 2, 2026, while commenting on someone else's post, Nathan Lambert suggested that AI infrastructure investment is pricing in more markets that have yet to emerge, while over the past few years AI has indeed continued to deliver on those markets. He emphasized that timing is key, and that markets may arrive long after compute goes online. There are currently no further developments.
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Nathan Lambert on AI infrastructure and market timingDevelopments
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Nathan Lambert argues that AI buildout is pricing in more markets
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Nov 2
Nathan Lambert
Nathan Lambert on AI infrastructure and market timing
Commenting on someone else's post, Nathan Lambert said that AI infrastructure investment is pricing in more markets that have yet to emerge, and that over the past few years AI has indeed kept delivering on those markets; timing is key, and the market may arrive long after the compute comes online.