Son Masayoshi's interesting take on 'is this a bubble?' question -- relevant to some of the previous...

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Son Masayoshi's interesting take on 'is this a bubble?' question -- relevant to some of the previous discussions here on the 'Internet bubble'

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At 45:50: https://www.youtube.com/watch?v=4KZrOf0lyUA&t=2750

He starts his answer by comparing it to the .com bubble back when Y2K was around, similar to some of the discussions here. He essentially says that that was just the beginning of the Internet revolution, then adds a layer to the complexity to the question whether the discussion is around short term or long term. His answer is essentially AI/tech/information revolution for the current bubble.

His sale of Arm to Nvidia seem to fit this vision. What do you think?

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jinnyjuice

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Posted: 4 years ago
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