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LastTrain • yesterday at 12:41 PM • 1 reply • view on HN

Those arguments will go away when spending on AI infrastructure is no longer some multiple of gross annual software sales revenue, yeah?


Replies

wildmXranat • yesterday at 12:52 PM

When that happens, the chips stocks will have tanked back to sane levels and the doom posting will be about that. That will put us in the 2001 era of post dot com bubble, and the following few years will show us who the winner are