[BereanBrain]

I have been in Tech for 40 years. It’s not a bubble. I know bubbles, i have been through them.

Proof: NVIDIA earnings today, and their current order book of 500B$.

I use AI every day. It makes me 10-20x more efficient. I even use it in my car, to drive me 45 minutes through traffic to the office (TESLA FSD). Yes, i don’t touch the wheel, it backs my car out of the garage, and gets me through stop-and-go traffic to work. At work I use AI to increase my code output to 10-20x more than i could without it.

On my drive home, i long press the right button on the Model Y wheel and have a nice technical discussion with Grok -which is friction LIGHT YEARS ahead of Siri, and years ahead of ChatGPT.

[packrat35]

Those betting against AI and NVDIA are going to lose.

[aklurker]

I also lived a life in tech and in my opinion we are just at the beginning of an AI revolution. Humanity has some big problems that AI will help to solve:Curing of Diseases, Energy Production, Food Production will all be improved with AI and AI still is still just a baby. That being said, AI can also be very dangerous thing and should not be let off the leash (no to anything like a skynet or weapons and systems that are totally autonomous). And with all tech I think we have to be careful on being too dependent on it.

[Right_Wing_Madman]

I have been in Tech for 40 years. It’s not a bubble. I know bubbles, i have been through them.

Bubbles are called bubbles after they pop. Bubbles that don't pop are called good investments and they're have been plenty of good investments.

[SecondAmendment]

> I have been in Tech for 40 years. It’s not a bubble. I know bubbles, i have been through them ...

If what you say is true, then energy stocks should be exploding as well, after all NVIDIA's chips are mighty power hungry.

And without doubling or tripling global power output, all of those pricey AI processors are just very expensive (and probably highly leveraged) paper weights ...