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https://substack.com/@kodeten08/note/c-147642505

Kodeten08 (@kodeten08)

I think the narrative being spun around their being an AI bubble is for some people to short the market and for other organizations that have not invested in AI to justify the lack of investment. I am still curious why Sam said there was an AI bubble. I see you touched on it briefly but didn’t not really explain what he meant by it.



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Kodeten08 (@kodeten08)

https://substack.com/@kodeten08/note/c-147642505

I think the narrative being spun around their being an AI bubble is for some people to short the market and for other organizations that have not invested in AI to justify the lack of investment. I am still curious why Sam said there was an AI bubble. I see you touched on it briefly but didn’t not really explain what he meant by it.



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https://substack.com/@kodeten08/note/c-147642505

Kodeten08 (@kodeten08)

I think the narrative being spun around their being an AI bubble is for some people to short the market and for other organizations that have not invested in AI to justify the lack of investment. I am still curious why Sam said there was an AI bubble. I see you touched on it briefly but didn’t not really explain what he meant by it.

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