Sublime
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Thoughts on AI
linkedin.com
BILLIONS ARE UP FOR GRABS WITH THIS AI WAVE
When I was 23, I watched fortunes get minted in the App Store gold rush in Silicon Valley because a handful of founders locked themselves in a room, ignored every shiny distraction, and got absurdly good at one thing...ranking on a
ai16z is a fully AI-managed tokenized venture DAO where agents evaluate investment opportunities suggested to it by the community, execute trades, evaluate the reputations of members based on the success of those trades, and grow the AUM of the fund. It’s been on a crazy speculative run over the past few weeks on the backs of a big vision and stron... See more
Josh Cornelius • Notes on Consumer Crypto | Nov 15, 2024
Why AI Could Be the Next $20+ Trillion Market
Analyzes AI's economic potential, projecting a $20+ trillion market based on historical tech waves, Moore's Law, and Nvidia's growth, highlighting investment opportunities in AI hardware, platforms, and applications sectors.
LinkUnlocking value from technology and AI for institutional investors
mckinsey.com
$NVDA is the cheapest of Mag7 based on current PEG estimate https://t.co/xWaG1lkO9P