#bubblewatch update:Michael Burry is comparing rising computer hardware demand in 2000 to the same today. But he's quite...

#bubblewatch update:Michael Burry is comparing rising computer hardware demand in 2000 to the same today. But he's quite deliberately leaving something unsaid…> https://substack.com/@michaeljburry/note/c-264498926The unsaid part? The 2000 demand evaporated within months as the economy #crashed from the dotcom collapse…#AI #bubble

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