As the AI market continues to balloon, experts are warning that its VC-driven rise is eerily similar to that of the dot com bubble.
As the AI market continues to balloon, experts are warning that its VC-driven rise is eerily similar to that of the dot com bubble.
If nvda selling shovels, what is tsmc?
selling steel
And then you have ASML who sell the foundry equipment that makes the steel.
Cutting trees
they are the shovel
metaphors
shovel making equipment