AI is no Cisco
Latest foray into 'AI: Bubble or Not?' and it's mostly assuring
Cisco the warning parable, a recap
Nvidia is actually pretty cheap, when you think about it
Capex spending is just getting started (relatively)
But intelligent? Seems like a stretch
Keep reading with a 7-day free trial
Subscribe to Random Walk to keep reading this post and get 7 days of free access to the full post archives.