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.
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.
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?
selling steel
And then you have ASML who sell the foundry equipment that makes the steel.
Cutting trees
they are the shovel
metaphors
shovel making equipment
Heard of something similar in the past. “Be the Arms dealer”