Beerborn on Nostr: In my (illeterate) opinion, where I see the parallelism breaking is that Cisco didn't ...
In my (illeterate) opinion, where I see the parallelism breaking is that Cisco didn't have Mag7 sized, non-internet companies supporting those sales. It was more akin to a gazillion Palantirs buying the chips, rather than MS or Google, which are not AI companies per se.
43x is a very high valuation, no doubt. My point is that maybe the hit is something like 30-40% instead of 70-90%. Wdyt?
Published at
2025-02-28 16:58:59Event JSON
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