I don't think AI is a bubble. AI, unlike other tech businesses before it, is similar to heavy industry. You need a lot of CAPEX, Capital Expenditure. No more tw

I don't think AI is a bubble. AI, unlike other tech businesses before it, is similar to heavy industry. You need a lot of CAPEX, Capital Expenditure. No more two people in the garage, since you probably need Nvidia GPU's that cost $30k a pop. End of day, all the money being invested into AI ends up within a few companies - Microsoft, Amazon, Google, and Nvidia. Due to cloud costs, and marketing costs.