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A comment on I'm Not Convinced the AI Bubble Exists. Parent comment

Re:I'm Not Convinced the AI Bubble Exists by lesuorac on Sunday November 08, 2026 @09:35PM (#50420305)
AI wouldn’t work without any of that above stuff though.

Their monopolies got broken and the profits disappear in a commodity market.

If nvidia or tsmc got split up i doubt its stock is going to stay at as a high a p/e.

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Re:I'm Not Convinced the AI Bubble Exists by jamiesonbecker on Sunday November 08, 2026 @09:40PM (#50420336)
We're discussing AI in general here, not individual companies (and none of those companies have a monopoly). Nobody's arguing that AI wouldn't exist if the previous revolutions hadn't occurred.
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Re:I'm Not Convinced the AI Bubble Exists by lesuorac on Monday November 09, 2026 @09:19AM (#50426014)
Investors get paid back by specific individual companies so the details matter.
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