Okay, Computer: AI Ate the Nasdaq with Jeff Richards and Rick Heitzmann
RiskReversal Pod
00:00
The Future of AI
In 1999, the market cap of the 199 internet stocks tracked by Morgan Stanley was $450 billion. The total revenue of those 199 companies was $21 billion. So we have to put things in perspective and that if you think about what's happening in cloud infrastructure today. If you're a long term investor, it's a great thesis and a great bet.
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