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I thought this was an interesting tidbit. Dude makes a case for a .com-esque AI bubble.
The interesting thing to me was that the Alphabet, Amazon and Microsoft reported an increase of 20B in revenue from AI that accounted for 2.5T in additional market valuation. That is a 120X multiple.
This dude lived through and was wrecked by (according to him) the .com bubble. It's an interesting perspective to listen to.
That would affect me as a proponent of S&P 500 investing.
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