Comment on Apollo's chief economist warns the AI bubble worse than the 1999 dot-com bubbleparentComments−gigatexal1yIn simpler terms, 35% of the US stock market is held up by five or six companies buying GPUs.yeah ... this just seems untenable.−toomuchtodo1yhttps://paulkedrosky.com/honey-ai-capex-keeps-eating-everyth...
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yeah ... this just seems untenable.
https://paulkedrosky.com/honey-ai-capex-keeps-eating-everyth...