[arriemeijer]

True, but AWS lost money for like 7 years before it became a cash printer...

I'm not saying AI is AWS, just asking - how do you tell the difference between a bubble and early infrastructure?

[jqpabc123]

how do you tell the difference between a bubble and early infrastructure?

This is a judgment call that has to do with scale.

What Amazon offered with AWS was a well proven service. And what they spent on development was no where close to what is being spent on AI --- which is still largely unproven.