A couple of others I can think of:

  • Crypto-boom of 2016ish: GPUs/mining rigs
  • LLM/AI hype nowish: User generated data
  • 90’s dotcom bubble: Server space
  • Oneser
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    3 months ago

    This is identical for online brokers in the stock market. They win based on the number of trades, thus they make as much money in bust as in boom years with people exiting positions.