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AI Is Starting to Look Like the Dot Com Bubble
(futurism.com)
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this post was submitted on 13 Aug 2023
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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.