[javchz]

AI being a bubble it's not mutually exclusive of being a real and useful technology and the existence of non-snake oil companies.

Cisco was a bubble in the dot com crash, despite being a company that provide real value and profit, just not at the level of the crazy expectations from the time.

[ai-x]

I'm literally talking about the fact that Anthropic is making $30B Annual Revenue, which is the result of less than $10B investment two years ago.

The public hasn't seen the insane ROA/ROI on GPUs. So all AI adjacent stocks are massively undervalued.

[bootsmann]

I’m not sure your numbers are accurate, they raised $13bn in funding in September last year. Also do note that a lot of the money is cross-subsidized by Google who is funding the TPUs as an investment, so I wouldn’t be so confident that they are returning money quite yet (though it does seem that Anthropic might make it).