My brother Alex, my son Jonah, and I are going on what has become our annual trip to Switzerland to attend my friend Guy Spier’s investment conference, VALUEx Klosters.
Hi Vitaliy, In your conversation about the AI bubble, I believe you made some good points, especially concerning Nvidia, Facebook, and Oracle. However, I believe you need to be careful when comparing what's happening now in AI to what happened with the internet bubble in the 90s. Everyone is repeating this comparison, which is already dangerous. I did a really in depth analysis of what the hyperscalers Amazon, Google, and Microsoft are doing compared to what Cisco did, and I found that the comparison does not hold water. If you want to hear an opinion that no one else is making, read my analysis and comparison of both situations. I think you'll find it well researched and compelling. I'm writing this as a fan of yours, who thinks that you'll enjoy some out of the box thinking. https://substack.com/@lukehammons/note/p-188547493?utm_source=notes-share-action&r=g7kbu
Hi Vitaliy, In your conversation about the AI bubble, I believe you made some good points, especially concerning Nvidia, Facebook, and Oracle. However, I believe you need to be careful when comparing what's happening now in AI to what happened with the internet bubble in the 90s. Everyone is repeating this comparison, which is already dangerous. I did a really in depth analysis of what the hyperscalers Amazon, Google, and Microsoft are doing compared to what Cisco did, and I found that the comparison does not hold water. If you want to hear an opinion that no one else is making, read my analysis and comparison of both situations. I think you'll find it well researched and compelling. I'm writing this as a fan of yours, who thinks that you'll enjoy some out of the box thinking. https://substack.com/@lukehammons/note/p-188547493?utm_source=notes-share-action&r=g7kbu