▲ 86 r/NVDA_Stock
SpaceX is buying Nvidia's chips with $40 billion of debt
theinference.orgu/TheseFact — 8 days ago
The AI companies' P/E ratio has collapsed. Are we really in a bubble?
If you look across different industries and verticals of AI, the valuation premium's come down quite a bit. Particularly, semi, power, and cloud (hyperscalers) all seem to have calmed down. If we're in a serious bubble, wouldn't AI demand a much higher valuation premium?
It seems that the valuation premium peaked in early 2023...I'm not sure. What do you guys think? Is this still a good time to invest in AI stocks?
u/TheseFact — 12 days ago
▲ 3 r/ycombinator
"Work At A Startup is accessible only for founders of active companies in YC Core."
I just saw this message today on Bookface. Is WaaS now only accessible to current batch? I've been using it for years after graduating and wonder what led to this decision.
u/TheseFact — 4 months ago