I am a little late in pointing out Tristan Louis' post on bubbles. But I'm doing it in any case, because we all need to keep the eye out for bubbles. Bubbles don't always mean that there isn't some underlying foundation to the claims of a new technology. But they do mean that people could be overplaying their worth or how quickly they will grow. Of course, the problem with bubbles is you don't know you're in one until afterwards...
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