As the AI market continues to balloon, experts are warning that its VC-driven rise is eerily similar to that of the dot com bubble.
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The best way to make money in the gold rush was selling shovels.
Same idea here. Nvidia is making bank.
If nvda selling shovels, what is tsmc?
they are the shovel
metaphors
Cutting trees
selling steel
And then you have ASML who sell the foundry equipment that makes the steel.
shovel making equipment
And that’s before you even point out that they were also making bank from the last gold rush
Good time to be in the GPU business
Heard of something similar in the past. “Be the Arms dealer”
