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  "text": "Good Reread. AI demand is starting to run into physical limits.\n\nThe surge in usage is straining compute capacity, forcing companies to ration access and slow product rollouts, even as expectations keep rising.\n\nIt is an early signal. The AI boom is not just about innovation but also about whether infrastructure can keep up.\n\nA good reminder is OpenAI’s decision to shut down its Sora video tool. Even the most hyped products can hit hard limits when compute, cost, and economics don’t align.\n\nhttps://t.co/ziKXPDjKmy @berber_jin1 @jtoonkel @WSJ",
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