AI right now looks similar to electricity. Many electricity stocks peaked around 1901–1912, but that reflected capital intensity, regulation, and commoditization—not the end of electrification’s...
All of AI will run on Google cloud and AWS imo, nobody else comes close to being able to produce this amount of compute
But agree on software implementation of AI, not sure who will win that, to me it seems like openai will get crushed for example
But agree on software implementation of AI, not sure who will win that, to me it seems like openai will get crushed for example
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