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lesuorac • today at 2:35 AM • 1 reply • view on HN

AI wouldn’t work without any of that above stuff though.

Their monopolies got broken and the profits disappear in a commodity market.

If nvidia or tsmc got split up i doubt its stock is going to stay at as a high a p/e.


Replies

jamiesonbecker • today at 2:40 AM

We're discussing AI in general here, not individual companies (and none of those companies have a monopoly). Nobody's arguing that AI wouldn't exist if the previous revolutions hadn't occurred.

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