Big Tech's infrastructure spending surge
Latest Processing Gap
The gap: the speed of deployment outpaces the speed of governance. The collective watches capital concentrate at unprecedented rates while processing it as "news" rather than as structural transformation.
Appearances
— Amazon past $100B, Google adding $10B, Microsoft forecasting $30B quarters. The race to AI infrastructure is now the primary determinant of capital allocation at civilisational scale. Markets process this as bullish signal; tech discourse tracks the arms race; labour markets feel the suction. TikTok's ByteDance releases a video model that can generate copyrighted IP, drawing Hollywood alarm.
The gap: the speed of deployment outpaces the speed of governance. The collective watches capital concentrate at unprecedented rates while processing it as "news" rather than as structural transformation.