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Chris Mallikleft a comment
Bubble is such a binary word. Is it a bubble if it never pops? My personal takes is that it feels like there is a gold rush overspending happening, but ultimately no one really knows how big the gold mine is. I think well funded companies (think Meta, Google) can easily justify the stance that it's safer to over spend then under spend.
Is the Nvidia/OpenAI deal evidence of an AI bubble?
Jeff BensonJoin the discussion