Monday, July 29, 2013

Another Internet Bubble?

If you have lived through one or two asset class bubbles, any sign that any market you care about is experiencing superheated growth of asset prices will make you quite queasy. This Statista chart should have a cautionary effect. 

2013_07_29_Stocks

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Useful Life of a GPU is Not So Clear

Perhaps depreciation is not typically a key business model issue, but that seems not to be the case for hyperscalers who have extended the ...