AZ
@contrarycap5
Investing @dragonflyvc
There are no solutions, there are only trade-offs
가입 April 2023
1.4K 팔로잉 중 2.7K 팬
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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