Reposted by @jakemadtown.bsky.social
Today's newsletter is about how the AI bubble is inflated on the basis of made-up numbers that don't tell us anything, but serve to distract from the the fact that we have no actual information about the industry's financials.
www.wheresyoured.at/annualized-e...
wheresyoured.at
https://www.wheresyoured.at/annualized-enron-rate/
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