The Benefits of Bubbles – Stratechery by Ben Thompson
It’s over. Andrej Karpathy popped the AI bubble. It’s time to rotate out of AI stocks and focus on investing in food, water, shelter, and guns. AI is fake, the internet is overhyped, computers are pretty much useless, even the steam engine is mid. We’re going back to sticks and stones.
Obviously it’s not actually that... See more
John Cooganx.comThe Benefits of Bubbles
stratechery.com
In 2023, AI must absorb an influx of tourists – thin GPT wrappers, MBA tweet threads about AI trends, LinkedIn bios changing from #crypto to #AI. Genuine technologists will join the development effort, but filtering out negative human capital is challenging.
Undoubtedly, more builders are needed to apply and productionize the latest technologies,
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