10/08/2026
This week in the SNS Global Report…
Evan Anderson takes a look at the LLM boom, what we were told would happen, what actually happened, and what is likely to come.
See why Evan says: “Supplies, land, power, GPUs, labor ... all are now in short supply. Spending so much money in one industry creates massive bottlenecks. This is the heart of the lie of the trillion-dollar promise: if these companies really do need this much compute, they literally cannot buy it. It does not exist, and it cannot be made. They will fail.” In this week's Global Report: “THE TRILLION-DOLLAR PROMISE II: Truth and Consequences.”
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Tell us in the Comments: If everyone in the LLM ecosystem is simultaneously a customer, supplier, investor, and owner, how do we distinguish genuine demand from circular growth? What breaks first, and who bears the cost?
Read the full piece here: https://bit.ly/47I3gs5
(🔗 in Bio)