There's no bubble. When the Internet was a "bubble" in 1999, there were 100 million internet users in the world. right now, there are 2 BILLION AI users. Anthropic's run rate has gone from $9B to $74B in the past eight months. Contractual capex (has to be spent) is at $2 trillion over the next two years. Which will increase GDP by a massive 10% AND reduce inflation. We are at the beginning of the beginning. Not the bursting of a bubble.
James AltucherShare
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