Those points were true at the time and most are still true now. But they aren’t predictions.
- it’s correct there isn’t much fresh data anymore
- it’s correct that compute is scarce, that was 100% the case and a huge issue at the beginning of the year, it is better now but still scarce, and hardware is now way, way more expensive
- it’s correct the finances don’t make sense
But there is no way to know when a bubble pop, because it’s a psychological phenomenon across an extremely complicated distributed system (ie the stock and bonds markets)
- it’s correct there isn’t much fresh data anymore
- it’s correct that compute is scarce, that was 100% the case and a huge issue at the beginning of the year, it is better now but still scarce, and hardware is now way, way more expensive
- it’s correct the finances don’t make sense
But there is no way to know when a bubble pop, because it’s a psychological phenomenon across an extremely complicated distributed system (ie the stock and bonds markets)