... great point, bubbles often clear the noise and leave behind the real builders. Perez s perspective fits perfectly here: infrastructure lays the groundwork, and the correction refines who truly adds value. Comment from Paul Mbetobong(@paul_mbetobong): Feels like dejavu of dot-com. Nvidia will likely win regardless but many AI startups may vanish. The long-term survivors will be those who actually solve real problems profitably, not just burn GPU cycles. Comment from William Z(@william ...