Is the market sustainable? It seems like everything in tech is running up so much... I am wondering if this is actually going to continue? Clearly some of it is justified.. due to extreme capex on Ai...
But what about long term revenue from Ai? Is it enough to justify where we are at?.. it seems like we are wilding out in some stocks.
What is everyones opinions on this?
I hear Google and Anthropic are actually seeing a large amount of customers spending money on Ai credits (especially coding and programming). Where else are we seeing money being spent on Ai that may be long term / reoccurring (not just memory/gpu's to build things out, but long term revenue) ?