Tom Nash Updates
2026.07.29 05:24

Everyone is arguing about AI stocks being overpriced.

Wrong debate.

The market is treating AI like it’s a zero sum game, where one company’s win has to come from someone else’s loss.

That’s not how this works folks.

For the first time in history, humanity is building an industry with virtually infinite demand.

It’s hard for humans to grasp that concept since they have never seen it before.

Every time AI gets cheaper, faster, and smarter, we don’t consume less. We invent ten new things to do with it.

More agents. More workflows. More software. More compute. More infrastructure.

This isn’t a bigger slice of the same pie.

The pie is growing.

The recent AI selloff is a massive opportunity if you have patience and long term mindset.

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