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You are making the same strawman attack you are criticising. The dollars invested are not justified considering TODAYs revenues. Just like 2 years ago people
by dist-epoch 11mo ago
You are making the same strawman attack you are criticising.
The dollars invested are not justified considering TODAYs revenues.
Just like 2 years ago people said NVIDIA stock prices was not justified and a massive bubble considering the revenue from those days. But NVIDIA revenues 10xed, and now the stock price from 2 years ago looks seriously underpriced and a bargain.
You are assuming LLM revenues will remain flat or increase moderately and not explode.
- an0malous 11mo agoYou seem like someone who might be interested in my nuclear fusion startup. Right now all we have is a bucket of water but in five years that bucket is going to power the state of California.