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If everyone’s talking about an AI bubble, chances are nothing’s going to happen—at least not yet. I think there’s still plenty of time to profit before there’s anything to worry about. There’s just so much money out there with nowhere else to go.


That does not align with my experience at all. Lots of companies are seeking investment right now but investors are being shrewd spenders. AI is a bit of an anomaly in that it still attracts investments.


The money at this point is probably all in the cloud providers, not the AI companies themselves.




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