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in postSHORT
“It's token spend vs hiring devs”
@goodalexander
AI token spend structurally replaces developer headcount, gutting IT consulting revenue at firms like Accenture
ACNSHORT@ $130.29
$167.12-28.26%
since call Jun 28
in postLONG
“It's token spend vs hiring devs”
@goodalexander
AI capex debt-financed at ZIRP creates a self-sustaining spending loop that keeps GPU demand structurally elevated
NVDALONG@ $191.34
$199.76+4.40%
since call Jun 28
peak +11.1%
TIMESTAMPS
in post
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