I think we're going to see far more Yahoo!s and PETS dot coms than Amazons and Microsofts from this particular moment. NVDA in particular is a great and important company, but I'm not really convinced it has that much of a moat. Meanwhile, Apple has gotten out in front of its skis, and I'm not sure why everyone things trees will grow to …
I think we're going to see far more Yahoo!s and PETS dot coms than Amazons and Microsofts from this particular moment. NVDA in particular is a great and important company, but I'm not really convinced it has that much of a moat. Meanwhile, Apple has gotten out in front of its skis, and I'm not sure why everyone things trees will grow to the sky. There's a clear limit for the amount of money in the system vs the number of companies playing the same game.
On the other hand, there's a lot to be said about how "this time is different." Big tech is very likely to acquire the smaller companies before they get a chance to crash, meaning big tech is likely to crash HARD when it all comes down.
I think we're going to see far more Yahoo!s and PETS dot coms than Amazons and Microsofts from this particular moment. NVDA in particular is a great and important company, but I'm not really convinced it has that much of a moat. Meanwhile, Apple has gotten out in front of its skis, and I'm not sure why everyone things trees will grow to the sky. There's a clear limit for the amount of money in the system vs the number of companies playing the same game.
On the other hand, there's a lot to be said about how "this time is different." Big tech is very likely to acquire the smaller companies before they get a chance to crash, meaning big tech is likely to crash HARD when it all comes down.
Don't blink!