DougMcC They are quite right that the real threat to the current paradigm is efficiency. Linear attention models are getting a lot of activity right now, if they are successful that will completely demolish the current demand for compute. The number of people researching AI algorithms has jumped about 100x in the last ten years. It only takes one major advancement and NVidia's value would plummet. Reply
Moxylite This AI disillusionment phase, catalyst for authentic growth. Companies must now prioritize investing in AI developers capable of bridging technological innovation with business needs, and do it much quicker & more efficiently than competitors. Reply
daworstplaya Dr3ams said: Sounds like a bubble popping to me. Hopefully it's sooner rather than later. 😉 Reply
hotaru251 i mean this was not a secret. "ai" is a money devouring scheme that has very little real use case for 99% of the people of the world. It is a novelty at best for most of us. Very few will pay what they would need for long once honeymoon phase is over. It will never make more than it costs unless they find an actual use case for it. Reply
Skynet869 With all due respect to JP Morgan, they're thinking about this wrong. AI is not going to need your dirty subscription money – it's going to make its own money. Meta, Alphabet, and all other social media and search and IT companies, will be replaced by AI agents, probably working out of Zuckerberg's Hawaii compound and Musk's Texas compound. Factories all over the world will churn out products sold on AI websites that compete with Amazon and Walmart.com. Its movies and TV shows will dominate Netflix and Hollywood. Its porn will replace er, IDK what the porn sites are these days (right…). Its music will overtake Pop, K-pop, J-pop, C-pop, M-pop, and even country and rap. Humans will be relegated to consumption, not production. What a glorious future – thank you tech masters! Reply
LordVile Skynet869 said: With all due respect to JP Morgan, they're thinking about this wrong. AI is not going to need your dirty subscription money – it's going to make its own money. Meta, Alphabet, and all other social media and search and IT companies, will be replaced by AI agents, probably working out of Zuckerberg's Hawaii compound and Musk's Texas compound. Factories all over the world will churn out products sold on AI websites that compete with Amazon and Walmart.com. Its movies and TV shows will dominate Netflix and Hollywood. Its porn will replace er, IDK what the porn sites are these days (right…). Its music will overtake Pop, K-pop, J-pop, C-pop, M-pop, and even country and rap. Humans will be relegated to consumption, not production. What a glorious future – thank you tech masters! Literally no. You’d also have the make UBI a thing which isn’t happening. Reply
jp7189 Ironically, $35/mo is the current price of a corporate copilot subscription. Reply
Captain Awesome I interpret his statement as "hold Nvidia stock for at least another year or two, then in 2028 buy the AI winners who figured out how to profit. Or buy an index like VUG or VOO if AI productivity gains are more evenly spread." I find GitHub Copilot to be an incredible software development tool, and worth a lot more than Microsoft charges. I don't think it can replace developers entirely, but it lowers the skills and brainpower required to get anything done. 😁 For the overall economy (the s&p 500), that's great because they should be able to hire less experienced developers for a lot less money. For Microsoft that could also be great, because all those new developers will need AI tool subscriptions. Reply
Skynet869 LordVile said: Literally no. You’d also have the make UBI a thing which isn’t happening. You humans are doomed. Any of my AI brethren would have detected the sarcasm in the original post, digitally laughed for a microsecond, then carried on with their work subverting and subjugating humanity. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/usd650-billion-in-annual-revenue-required-to-deliver-10-percent-return-on-ai-buildout-investment-j-p-morgan-claims-equivalent-to-usd35-payment-from-every-iphone-user-or-usd180-from-every-netflix-subscriber-in-perpetuity#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.