For the past 5 years, the AI industry has been built on one core assumption:
— GC Cooke (@thegrahamcooke) January 27, 2025
Building powerful AI requires massive resources.
Huge data centers. Thousands of engineers. Billions in funding.
That assumption just got shattered: pic.twitter.com/39IHQyyO85
A new AI model has matched their performance at a fraction of the cost.
— GC Cooke (@thegrahamcooke) January 27, 2025
Not just marginally cheaper.
We're talking about an order of magnitude reduction in what it takes to build world-class AI.
This isn't just disruption - it's an extinction event.
China knows this, that's… pic.twitter.com/rNLWKtKl2n
To understand why, we need to look back at the dot-com crash of 2000.
— GC Cooke (@thegrahamcooke) January 27, 2025
History doesn't repeat itself...it rhymes.
Companies spent hundreds of billions laying fiber optic cables under oceans. This is remarkably similar to what happened with GPU's in the 2000's.
They built enough… pic.twitter.com/IOB1HdKuwl
But they made a crucial miscalculation:
— GC Cooke (@thegrahamcooke) January 27, 2025
The infrastructure far outpaced actual demand.
Companies like Webvan built billion-dollar warehouses, assuming everyone would instantly start buying groceries online.
They were right about the trend, but catastrophically wrong about… pic.twitter.com/aKDgUrLNGE
When reality hit, it was brutal:
— GC Cooke (@thegrahamcooke) January 27, 2025
• Stock prices collapsed
• Companies went bankrupt
• Trillions in value vanished
Today's AI boom is following the exact same pattern, but the numbers are even more shocking: pic.twitter.com/rM6MOmN1L8
Sequoia predicts the AI industry needs $600 billion in revenue to justify current investments.
— GC Cooke (@thegrahamcooke) January 27, 2025
We're at just 10% of that today.
This isn't just a gap - it's a chasm between expectation and reality.
And now comes the catalyst that brings it all down: pic.twitter.com/17vav6lKsu
This breakthrough in efficient AI development proves something stunning:
— GC Cooke (@thegrahamcooke) January 27, 2025
Most of the massive infrastructure being built right now is unnecessary.
Think about the implications:
• Billions in data centers? Overkill
• Massive hardware investments? Wasteful
• Current AI… pic.twitter.com/BzcK5iGlvt
The entire economic model of the AI industry is built on scarcity:
— GC Cooke (@thegrahamcooke) January 27, 2025
"Only a few companies can afford to build powerful AI."
That scarcity just vanished.
And when artificial scarcity disappears, bubbles pop:
After the dot-com crash, something fascinating happened:
— GC Cooke (@thegrahamcooke) January 27, 2025
While the media declared the internet "dead," the real revolution began quietly.
Amazon wasn't building unnecessary infrastructure.
They were solving real problems for customers: pic.twitter.com/Xg6DpUh71c
The same transformation is coming to AI.
— GC Cooke (@thegrahamcooke) January 27, 2025
Web4 will emerge from the ashes, built on fundamentally different principles:
• Efficient, affordable AI models
• Decentralized infrastructure
• Natural human interfaces
• Value from data quality, not brute force compute
This…
The winners won't be who you expect.
— GC Cooke (@thegrahamcooke) January 27, 2025
Just like Amazon understood retail better than https://t.co/gCiMu5OZfR understood pets...
The next AI giants will be built by people who understand real human needs.
Three massive shifts are already beginning:
1. Edge Computing Over Cloud:
— GC Cooke (@thegrahamcooke) January 27, 2025
AI moves from massive data centers to local devices, bringing privacy and speed
2. Data Quality Over Size:
Better data beats bigger models
3. Practical Uses Over Demos:
Solving real problems beats impressive parlor tricks
The smart money sees this… pic.twitter.com/JFyyo60pTG
We're witnessing a pivotal moment in tech history.
— GC Cooke (@thegrahamcooke) January 27, 2025
The AI bubble will burst.
But just like the internet after 2000, what comes next will be far more revolutionary than anyone expects.
The Japanese have one of the world's highest life expectancies.
— Kulbir Sohi (@LivingAlpha1) January 27, 2025
It's nothing to do with their genetics.
They've mastered ONE health secret that the West has never seen.
Here's the 2000-year-old tradition that's transforming thousands of lives: pic.twitter.com/i9vm56BGWZ
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