Nvidia's market value briefly dropped 16% after a Deep Seek event, illustrating the market's volatility and uncertainty regarding the AI boom.
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The AI Revolution Worth Having — Forget the $80 Billion Bets, Here's the One You Can Build Yourself
Value ResearchJun 11, 2026
The creator discusses the AI revolution, contrasting the massive financial bets being made by large companies like Alphabet with the personal, free AI tools individuals can build and use. He highlights that the builders of AI infrastructure may lose while the users of AI tools win, drawing parallels to the dot-com bubble. The creator advises individual investors to focus on building their own useful AI tools rather than trying to pick winners in the large-scale AI race, emphasizing diversification for their portfolios.
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Netflix is mentioned alongside Amazon as a company that benefited from the infrastructure built during the dot-com era, highlighting the 'users win, builders lose' narrative.
Amazon is mentioned as a beneficiary of the overbuilding of fiber optic cable in the late 1990s, illustrating how users of infrastructure can win while builders lose.
IBM's CEO is cited for calculating the massive costs associated with AI data centers, highlighting the financial scale of AI infrastructure development.
Apple is mentioned in the context of Berkshire Hathaway's holdings, noting that its Google stake now surpasses its Apple stake.
Alphabet is mentioned as a large company making significant financial bets on AI, raising $80 billion in equity despite strong cash flow, which the creator uses as an example of the scale of investment in the AI space.
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