A pushback on the AI infrastructure trade: the argument is that human-made content, not data centers, is where the real value goes next — a skeptical take for investors piling into AI buildouts.

• The claim that "the future is data centers" is dismissed as a bet made by people who don't understand what's coming.
• The counter-bet: as AI-generated content floods the internet, demand for genuinely human-made media rises.
• Audiences will pay attention to real people talking to each other over synthetic Hollywood output.
• The unspoken market implication is that the capital rushing into AI infrastructure may be chasing the wrong asset.

Outlook: Expect more public skepticism of the AI-datacenter trade even as spending on it keeps climbing.