The AI Bubble Thesis with Doug Clinton
AI stocks have seen a big run recently. This has led many fundamental-based investors to suggest that things have gotten ahead of themselves. Some have even suggested AI is already in a bubble. But what if we are still in the early innings? What if a bubble is just getting started that could eventually exceed the dotcom bubble? Those are the questions we tackle this week with Deepwater's Doug Clinton. Doug wrote a thought-provoking tweet in which he suggested that studying past tech booms suggests that this one might only be getting started. We dig into that idea with Doug. We also discuss…
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