I do think we're in an AI bubble because of the self-financing, but I also think that there's possibly (possibly!) so...
I do think we're in an AI bubble because of the self-financing, but I also think that there's possibly (possibly!) so much value in the technology, especially around software development, that it might be a bit of a wash—that the dust will settle and, yes, we'll see huge growth, even if the current winners are not the future winners, and it might take a while for the dust to settle. I wonder if the U.S. suddenly getting aggressive in South (and Central) America will open the door on China and Taiwan—which is already very much a Cold War. If that door ever fully unlocks it'll be a totally different market the next day. Money! I wish it didn't have so much to do with technology. https://lnkd.in/eXsTRZ7P