Too expensive or too cheap - why AI continues to reveal itself as a terrible VC bet https://t.co/ZpGTmMDvcX

Why you should be ‘default out’ on investing in ‘Generative AI’ companies for the next few years. https://t.co/FhFlJjLefZ

This is why trillions of dollars of spending with no clear path to utilization by the real economy is so concerning. Most will not benefit, because their competitors will benefit to the same extent, and neither will have a competitive advantage because of it.