brock on Nostr: I think folks are starting to understand that there is effectively no sustained ...
I think folks are starting to understand that there is effectively no sustained profit for commodities.
Without monopolies and economies of scale afforded by network effects, valuations for AI should be closer to an oil and gas producer not a SAAS or advertising-funded digital business.
Still have a long way to go until NVIDIA is appropriately priced.
Published at
2025-01-27 20:46:02Event JSON
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