alt Hacker NewsCareful not to assume I’m more bullish than I am. I said there’s value, I didn’t say there’s enormous value equal to the investment bubble. I see this as similar to the dot com boom. Websites were and are valuable things, even if people got too excited in 2002 about it.
The scale and stakes of the investment now are much, much higher now than in dot com. Likewise, don't assume I'm more bearish than I am. But enormous investment requires more benefit than has been realized.