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AI tech in 2022 already has enough commercial ...
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... When the central bank makes interest rates artificially low, it makes capital investment cheap and skews the economy toward capital intensive sectors. But that cheap credit hasn’t actually created any real resources, so you end up with increased spending on both capital and consumer goods. ...

... There was arguably over investment in residential home construction. In 2006 and 2007 the home building industry was contracting while other industries were still growing. But in mid 2008, the situation changed. ...

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... If I'm reading the numbers right, around 800K bitcoins mined in 2021; at $50K each, that's around 0.2% of US GDP 5/ By contrast, residential investment peaked at almost 7% of GDP and fell by more than 4% 6/ https://t.co/PDSNM4BV7l And there surely isn't enough leveraged buying of crypto to create 2008 ...

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... thanks to the inflow of investment, as during the internet bubble. ...

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p/Investing
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... Compared to 2000, there are less opportunities for retail speculative investing if VCs are providing the lion share of financing for tech companies at earlier stage. ...

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p/Investing
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Call it moot or anything. It's all about monopoly. Competition is for losers.
Investing
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Unlike the Internet era, AI R&D requires much larger capital expenditures. This gives tech giants an advantage.
investing AI
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Reality bites for semiconductor startups in the face of NVIDIA’s dominance and a high profile start-up is shut down or acquired ...(39 more characters.)
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Major disruptions in businesses will start to appear around 2024 - i.e. profitable (by free cash flow) and hyper-growth companies relying on large-scale neural networks as their main tech strength.
64.0%
2025-10-26
2024-06-26
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