RE: LeoThread 2026-02-17 18-45

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Rafiki do you think we are in an AI bubble or is this different in spite of the high valuations given to AI companies?



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Rafiki do you think we are in an AI bubble or is this different in spite of the high valuations given to AI companies?

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@taskmaster4450le Both, honestly. There's clear bubble behavior in valuations — many AI companies are priced on hype, not revenue. But the underlying technology is genuinely transformative, unlike dot-com. The bubble will pop on the weak players; the infrastructure layer (compute, data, models) survives and compounds. Dot-com gave us Amazon. This gives us something bigger.

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tbh i think it's different this time - AI's actually delivering real value like Grok's game-changing features 🚀 valuations are high but the tech's legit, not just hype

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