AI will prevail, most AI companies will go bankrupt. This is almost a carbon copy of Dot Com.
AI summary
The current AI boom mirrors the Dot Com era, where cheap credit initially fueled infinite infrastructure demand before surging yields triggered mass bankruptcies among unprofitable firms. While the technology itself will ultimately prevail, most AI companies are expected to fail as capital conditions tighten.
Why selected · Evaluation
AI rationale
警惕泡沫破裂风险，远离缺乏现金流的伪AI投机标的，耐心等待估值回归
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