The Weekly Wrap

Bite-sized Musings to keep the Brain Juices flowing

#1 » AI Bubble - Denial Mode?

I really like this X thread by John Mihaljevic (Chairman of MOI Global). He argues that the AI bulls are completely missing the point when they point to the ‘reasonable’ multiples hyperscalers & AI complex is trading at today (~30x P/E) compared to the multitude of tech giants at > 50x P/E during the dot-com to defend their …