Really nice presentation and a ton of useful info. It's hard to boil it down to a single reading though. One thing that would be nice is a bit of a comparison between what companies claimed to do vs what they're actually doing, like a sort of BS meter.

Pretty cool website. Jokes on claude if you made the website using it.

I find only the bottlenecks part to be useful, as you also disclose companies involved in producing the stuff that are a bottleneck for compute scale up. Cool project overall.

I don't think "the bubble is at risk of popping" and "hype is cooling down" are equivalent evaluations. By the time people start pulling out money, that is the bubble popping, and I don't think that would happen on a slow ramp but rather en masse.