alt Hacker NewsAI being a bubble it's not mutually exclusive of being a real and useful technology and the existence of non-snake oil companies.
Cisco was a bubble in the dot com crash, despite being a company that provide real value and profit, just not at the level of the crazy expectations from the time.
I'm literally talking about the fact that Anthropic is making $30B Annual Revenue, which is the result of less than $10B investment two years ago.
The public hasn't seen the insane ROA/ROI on GPUs. So all AI adjacent stocks are massively undervalued.