Chat Thread: AI Bubble Discussion
Note: This chat thread wasn't explicitly documented but was central to the call. See AI Financial Bubble for the full discussion.
Key Participants
- Mike Nelson (primary presenter)
- Jerry Michalski (timing concerns)
- Pete Kaminski (bigger picture)
- Doug Breitbart (Burry reference)
- Gil Friend (Ben Hunt reference)
Main Points
See AI Financial Bubble page for complete discussion including:
- Three bubbles (cloud, AI chips, cryptocurrency)
- OpenAI as "AOL of our day"
- Michael Burry shorting tech
- Investment strategy questions
- Poll results from call
Chat Contributions
Mike Nelson shared:
- Seeking Alpha article on AI breaking the market
- Wall Street Journal coverage patterns
Doug Breitbart:
- Michael Burry's fund shorting tech sector
Gil Friend:
- Ben Hunt and Second Foundation Partners
- Panoptica.ai for narrative tracking
Pete Kaminski:
- Broader perspective on tech "bubble" since PC era
- The endgame question: crash or transformation?
Related Concepts
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