[fragmede]

I'd bet Charlie Munger and his barber talk about cars and don't run. When we're talking random stock tips that's one thing but if it's possibly a foundational society changing technology like plastic, maybe your barber talking about it isn't the "get out now" signal that neat little story purports to be.

[willtemperley]

Nobody is questioning the longevity of AI. The internet itself wasn’t affected by pets.com but a lot of retail investors got burned. It’s going to happen again, I think perhaps in a different way.

For example many are treating vibe coding like slot machines and the app monetisation gamble is unlikely to pay off.