[jama211]

Careful not to assume I’m more bullish than I am. I said there’s value, I didn’t say there’s enormous value equal to the investment bubble. I see this as similar to the dot com boom. Websites were and are valuable things, even if people got too excited in 2002 about it.

[dbcpp]

The scale and stakes of the investment now are much, much higher now than in dot com. Likewise, don't assume I'm more bearish than I am. But enormous investment requires more benefit than has been realized.

[jama211]

You think I don’t know that?