Yup. See, I am not an AI skeptic in the sense that I don't think the tech is great, I mean its kinda great but its also a lot overhyped tbh, but I mean its def

Yup. See, I am not an AI skeptic in the sense that I don't think the tech is great, I mean its kinda great but its also a lot overhyped tbh, but I mean its definitely a mix bag of opinions for me imo But there are some people who think that just because a tech is great fundamentally makes it oh so lucrative and profitable. That is the one thing that I really really took away from intelligent investor. And I think he even paraphrased it that this should be the one thing you should take away from the book iirc but I am not sure Its that, just as how historically airplane companies have been kinda bad in profit even though they are technologically marvels. It doesn't matter the tech if there is a P/E mis-match imo / stock price is overvalued. The same goes for tech. You can appreciate tech while still thinking that its sort of being a bubble/shit's not good. What are your thoughts?