inning 9 of the money/hype train, i think it's still inning 3 of the overall technology.

Indeed, the internet is absolutely gonna be with us forever, but I’d hate to be the guy who bought Cisco stock in August of 2000. (It took 25 years to recover.)

Although at its peak, CSCO was up ~2500% in a 5-year period, whereas NVDA is “only” up ~1000% in a similar timeframe.

That feels more right to me. Maybe inning 8 on money/hype.