I've kinda cut out the AI news in terms of company valuation, stock market, etc, as I've made up my mind it's all VC bullshit. So, stumbling on this Coffeezilla piece brought me a bit up to date on what seems to be going on at the moment, at a more nuanced level. Maybe CZ is all wrong (he has been before, and this is for sure not his field of expertise), but I usually give him the benefit of the doubt when it's about spotting scams and grifts.

So, do you think Nvidia is like Enron? Or more like Cisco?