Comment by dist-epoch
4 hours ago
You are making the same strawman attack you are criticising.
The dollars invested are not justified considering TODAYs revenues.
Just like 2 years ago people said NVIDIA stock prices was not justified and a massive bubble considering the revenue from those days. But NVIDIA revenues 10xed, and now the stock price from 2 years ago looks seriously underpriced and a bargain.
You are assuming LLM revenues will remain flat or increase moderately and not explode.
You seem like someone who might be interested in my nuclear fusion startup. Right now all we have is a bucket of water but in five years that bucket is going to power the state of California.