AZ
@contrarycap5
Investing @dragonflyvc
There are no solutions, there are only trade-offs
Joined April 2023
1.4K Following 2.7K Followers
Not only that, but when you get the same unbounded optimism and demand narratives, AI momentum stocks trade quite similarly to crypto 20-22. Just more explosive given the technology and baseline fundamental values
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Yes. I think the 2020-2022 crypto boom is an important part of the history here. And also, I've been thinking about this... it was kind of a dress rehearsal for AI, with its visions of unbounded GPU and electricity-hungry exponential growth, with the power to undermine the state.
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