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submitted 1 year ago by [email protected] to c/[email protected]

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As the AI market continues to balloon, experts are warning that its VC-driven rise is eerily similar to that of the dot com bubble.

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[–] [email protected] 159 points 1 year ago (3 children)

The best way to make money in the gold rush was selling shovels.

Same idea here. Nvidia is making bank.

[–] [email protected] 48 points 1 year ago

And that's before you even point out that they were also making bank from the last gold rush

Good time to be in the GPU business

[–] 9488fcea02a9 14 points 1 year ago (4 children)

If nvda selling shovels, what is tsmc?

[–] [email protected] 21 points 1 year ago (1 children)

selling steel

[–] [email protected] 7 points 1 year ago

Cutting trees

[–] [email protected] 2 points 1 year ago

shovel making equipment

[–] [email protected] 1 points 1 year ago* (last edited 1 year ago)

they are the shovel

metaphors

[–] [email protected] 6 points 1 year ago

Heard of something similar in the past. "Be the Arms dealer"