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The AI buildout, surpassing railroads and the internet, moves Big Tech from its successful asset-light model, and prior booms have resulted in overinvestment (Kai Wu/Sparkline Capital)

Kai Wu / Sparkline Capital : The AI buildout, surpassing railroads and the internet, moves Big Tech from its successful asset-light model...

27 October 2025

Indonesia and other developing countries are becoming AI hubs amid the multitrillion-dollar spending boom, in part driven by an "AI decolonization" philosophy (Stu Woo/Wall Street Journal)

Stu Woo / Wall Street Journal:
Indonesia and other developing countries are becoming AI hubs amid the multitrillion-dollar spending boom, in part driven by an “AI decolonization” philosophy  —  As part of ‘AI decolonization,’ developing nations push Silicon Valley to build locally  —  JAKARTA, Indonesia—Tap water isn't drinkable.

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