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by rco8786
322 days ago
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> I think comparing LLMs and the dotcom bubble is just incredibly lazy and useless thinking. If anything , all previous bubbles show is what is not going to happen again. Curious to hear more here. What is lazy about it? My general hypothesis is that ~95% of AI companies are overvalued by an order of magnitude or more and will end up with huge investor losses. But longer term (10+ years) many will end up being correctly valued at an order of magnitude above today's levels. This aligns perfectly with your pets.com/Chewy example. |
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