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Elon Musk becoming first trillionaire equivalent to Bill Gates becoming first centibillionaire just before Dot com crash?
Investor summaryNeutral
Compares Musk's wealth to Gates pre-dot-com crash, noting AI commoditization but predicting consolidation rather than a major crash.
Bull points
- AI industry may undergo consolidation to fix valuation gaps rather than experiencing a major crash.
Bear points
- AI is becoming commoditized across LLMs and chip suppliers, resembling the dot-com era where companies offloaded on retail without making money.
AI 资本开支半导体
Post body
If you go through history seeing the dot com crash Bill Gates become world's first centibillionaire briefly before dot com crash and at that time there were majorly company going public and offloading on retail, but dot com companies were majorly making no to zero money, right now if we see AI is becoming commoditize like there LLM, to chips supplier, there is a valuation gap but i think there can be consolidation to fix it but not majorly a crash.
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