Comment by dagelf

Another know-it-all calling AI a bubble. Lets revisit this, not in 10 years, but in 5. Things the article misses: "Bubbles" happen for more reasons than hype. There are moats, just not in the obvious or same old places. Funny thing is, an LLM can probably write a better TL;DR, that captures it better, not to mention a more insightful article.