Oct. 4 at 5:08 AM
$META $AMZN $GOOG $MAGS $TSLA
"Jeff Bezos calls out "industrial bubble" on AI, while David Solomon expects "drawdown"
You know tech investors go hard, they aren't going to listen to CEO's, leaders, analysts and their own professed geniuses.
When guys like Bezos, Altman, and Musk say we are in a bubble; tech investors respond by saying "no we arent." "YOU DON'T UNDERSTAND!," "This is future investment, forward P/E is not fully inderstood." "Bezos is just trolling..." "we are building X, Y,, Z" (and most importantly), "THIS TIME IT'S DIFFERENT!"
https://www.axios.com/2025/10/03/amazon-jeff-bezos-ai-solomon-goldman