>but there's no physical limit preventing them from being discovered, and the disruption when someone invents a new algorithm can be nearly immediate. The rise

>but there's no physical limit preventing them from being discovered, and the disruption when someone invents a new algorithm can be nearly immediate. The rise of the net is Jevons paradox fulfilled. The orders of magnitude less bandwidth needed per cat video drove much more than that in overall growth in demand for said videos. During the dotcom bubble's collapse, bandwidth use kept going up. Even if there is a near-term bear case for NVDA (dotcom bubble/bust), history indicates a bull case for the sector overall and related investments such as utilities (the entire history of the tech sector from 1995 to today).