@vitaliyk Nvidia valuation is currently 20x forward P/E. Cisco was over 200x at the peak of the dotcom bubble. Where in the world did you get 30 times for Cisco? The difference in valuations, usefulness of the technology and supply/demand are absolutely different in AI versus dotcom era.
@RyanDetrick@benjihyam Hedge fund guy based in Hong Kong. Over 20 years experience. Ignore these insights to your own detriment. Keep up the great work Ryan!
@benjamincowen Ben, I’ve been a long-time fan of your work. It’s incredibly refreshing to see someone with actual common sense and a moral compass in the crypto space.
@Schuldensuehner Did anyone stop and think “hmmm, perhaps China isn’t being truthful about all aspects of DeepSeek, especially the cost of training?” Since AI is the newest battleground for technological supremacy, won’t both sides do whatever necessary to win?