The Rot-Com Bubble

The Rot-Com Bubble

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AI Is Worse Than The Dot Com Bubble: Part Four

In the final part of this week’s Dot Com Bubble series, Ed Zitron walks you through to the logical endpoints of his arguments about the AI bubble - a 40%-90% collapse of NVIDIA’s revenues, tens of billions of dollars of impairments for hyperscalers, an existential contraction in ...  Show more

AI Is Worse Than The Dot Com Bubble: Part Three

In part three of this week’s Dot Com Bubble series, Ed Zitron explains how the economics of the AI bubble are much, much worse than the dot com bubble, with far fewer customers, way more debt, and a stock market with an unhealthy obsession with one stock - NVIDIA. Please support ...  Show more

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