POPA Recon✖️The most uncomfortable scenario of the AI bubble source
✖️The most uncomfortable scenario of the AI bubble source 1. If AI is a bubble, excessive value and CapEx will collapse and investors will suffer losses. If it is not a bubble, labor substitution will become a reality and jobs will be put under pressure. 2. The most likely scenario is that technology continues to advance, but asset prices remain in a bubble. What is important here is not just sales growth. 3. Shovel sellers like Nvidia are making huge profits. On the other hand, many AI software companies are still at a loss or have not proven profitability. 4. The fact that AI demand is r…
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