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We’ve been seeing a lot of stuff that does and does not make it feel like a bubble. Can it stay?
AI today is like internet 1996. Question is do you invest in Amazon or webvan. Or do you wait for Google to be created. Difficult to predict from here.
There will be lots of little companies coming and going but as an enabling tool, it’s just getting started. So maybe Nvidia and Microsoft and Google are a little hot, but it’s so early stage, hard to say which companies will benefit. I’m interested to hear other points of view