The 90s internet comparison feels pretty apt to me. In both cases, it's a signal that a correction, maybe even a crash, is going to come due to massive over- a

The 90s internet comparison feels pretty apt to me. In both cases, it's a signal that a correction, maybe even a crash, is going to come due to massive over- and misinvestment. But like the 90s internet, it's likely going to be extremely transformative in the longer term. Some people focus on the short term part of this, others on the long term. Integrating both into a coherent perspective isn't that easy. It's going to be interesting for a while!