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Meltem Demirors on X: "reflecting on the recent slew of “it’s an AI capex bubble” w my partner @kellyjgreer - feels like much ado about nothing there’s some confounding narratives at play: - the magnitude of the capex numbers is enormous and unprecedented - largest infra buildout since WWII - only" / X

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To view keyboard shortcuts, press question mark View keyboard shortcuts Andrew Ting @TndrewAing Wed, Nov 19 Stock Talk Nov 19 Nvidia CEO Jensen Huang was just asked if we're in an AI bubble. This was his full, 3-minute response: thoughts? 1:27 PM 1:27 PM Thu, Nov 20 Danielle Fong 🔆 Nov 10 once again, people must read @paulg the amount of dollars roundtripping from investment to revenue in the ecosystem is absolutely an indicator of potential fragility, and a reasonable parallel for ad dollars in dotcom Austen Allred Nov 10 The AI boom is very much unlike the dotcom boom. In the dotcom boom people were raising money like crazy but had little to no revenue and no product. Now they are raising money like crazy but have insane revenue regardless of whether or not they have great product. Danielle Fong 🔆 Nov 10 once again, people must read @paulg the amount of dollars roundtripping from investment to revenue in the ecosystem is absolutely an indicator of potential fragility, and a

Meltem Demirors @Melt_Dem reflecting on the recent slew of “it’s an AI capex bubble” w my partner @ kellyjgreer - feels like much ado about nothing there’s some confounding narratives at play: - the magnitude of the capex numbers is enormous and unprecedented - largest infra buildout since WWII - only supply side is covered, demand side and revenue uplift largely opaque and difficult to untangle even in the pubcos and impossible in privates - outside of the headline numbers, minimal insight into the financing structure of these deals instinct says “bubble territory” but this is factually not s

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