Apple is used as a benchmark for free cash flow generation, with the creator stating that another company will surpass its Q2 free cash flow.
Source Post
The AI Bubble Comparison Everyone Gets Wrong?
Aug 30, 2026
The creator compares the current AI boom to the dot-com bubble, highlighting the mistake of focusing on vanity metrics over revenue and earnings. They contrast companies like Pets.com with profitable tech giants like Meta and Google, noting that while some companies traded at extreme multiples, profitable ones like Google and Meta trade at more reasonable PEs. The creator then promotes a company they believe is the largest in the world, generating record free cash flow, even more than Apple.
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