David Levy
@dslevy.bsky.social
Now: GPU-enabled compute initiatives in AI, blockchain, metaverse.
Then: Dotcom boomble banker. Web2 founder. Ex Amazon & Stripe.
Fake: Canadian astronomer, Scottish chess player, Floridian first Jewish senator.
Then: Dotcom boomble banker. Web2 founder. Ex Amazon & Stripe.
Fake: Canadian astronomer, Scottish chess player, Floridian first Jewish senator.
If you want the full breakdown — including the “AI ≠ dot-com” charts, the cloud adoption parallels, and the AWS vs. $CRWV year-by-year ramps — here’s the full write-up:
dslevy.substack.com/p/these-are-...
Happy to dig into the data if folks want the sources. 📊
dslevy.substack.com/p/these-are-...
Happy to dig into the data if folks want the sources. 📊
"These are not the bubbles you’re looking for. "
This isn’t the dotcom bubble — it’s cloud formation: AWS at 3x speed. $CRWV is the proof.
dslevy.substack.com
November 18, 2025 at 3:34 PM
If you want the full breakdown — including the “AI ≠ dot-com” charts, the cloud adoption parallels, and the AWS vs. $CRWV year-by-year ramps — here’s the full write-up:
dslevy.substack.com/p/these-are-...
Happy to dig into the data if folks want the sources. 📊
dslevy.substack.com/p/these-are-...
Happy to dig into the data if folks want the sources. 📊