AI parallels to dot-com bandwidth bust
The discussion drew a parallel between the current AI investment boom and the dot-com era's bandwidth build-out, suggesting potential for misallocated capital and company failures despite the theme's long-term validity.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.