Nothing you said is wrong, but: > makes sense to people in silos Investors, especially PE investors, are in a motherfucker of a silo. The sign on their silo

Nothing you said is wrong, but: > makes sense to people in silos Investors, especially PE investors, are in a motherfucker of a silo. The sign on their silo says "short term growth at all costs. ZIRP/dotcom boom days are never coming back. The last train is leaving the station, and even if it isn't the real deal like eCommerce/app stores/social media, you had better be on it, because there won't be another one." That last train is AI.