Anthropic's chief just dropped a bombshell: major AI players are throwing hundreds of billions at data centers and chips like it's a sure bet. But here's the kicker—nobody actually knows if the economic payoff will materialize. It's a massive gamble. Think about it: we're talking insane capital burns with zero guarantee of returns. The industry's betting the farm on infrastructure before proving the business model scales. Reminds you of any other sector that went wild on speculation? This reckless spending spree could reshape how we think about tech valuations and risk management across all emerging industries.