Amazon was mentioned as a company that won after the infrastructure of a past tech boom was built.
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Don't Miss Out On the AI Boom, Forget Value!
Value Investing with Sven Carlin, Ph.D.Mar 25, 2026
The creator argues that while technological revolutions like AI are significant, value investing remains crucial. He draws parallels to past tech booms, suggesting that the true winners often emerge after the initial infrastructure is built, and in the case of AI, the ultimate beneficiaries are still unknown.
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Meta was mentioned as a company that won after the infrastructure of a past tech boom was built.
Google was mentioned as a company that won after the infrastructure of a past tech boom was built.
Apple was mentioned as an example of a company that benefited from a past technological revolution.
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