It is BS to think we are in an AI infrastructure bubble. Dario did not get a good deal for compute with Elon. We, the US and Jensen should not be selling chips to China. This is the best podcast you will listen to this week on AI. My notes from my conversation with @andrewdfeldman, CEO @cerebras: 1. Why We Are Not in an Infrastructure Bubble and It Is Just the Start Unlike past tech bubbles that overbuilt ahead of demand, the AI infrastructure rollout is running significantly behind…