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I think the “dot com” bubble refers more specifically to stock market valuations being too high and thus later crashing. Likewise, I don’t think this report re
by ks2048 3y ago
I think the “dot com” bubble refers more specifically to stock market valuations being too high and thus later crashing.
Likewise, I don’t think this report refers to “AI” being a fad as much as just AI companies being overvalued.
It seems possible to believe that AI will swallow the world and also many AI companies being overvalued.
- rapsey 3y agoBut there are very few public AI companies. nVidia, Microsoft, Google and Meta? None of them have too crazy of a P/E ratio and all are wildly profitable. The actual silly money is all in the private space and you can't short those.