Comment Re: Definitely #2 (Score 1) 41
Well wait a minute, like there was a dot com bubble, but not an internet bubble.
AI related valuations are very fucky and speculative right now. That part can't last forever. But yah, the costs will come down over time and it absolutely 100% is not going anywhere and will be in everything. It doesn't mean markets are rational about what it actually means today, because there are a lot of people throwing a lot of money hard in any direction they think has the AIs.