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Chief
Still another month left in the ✨Year of Efficiency✨
This is closer to the truth than most people realize (or want to admit). Investment in AI is the only thing keeping it afloat.
Chief
Investment in AI is keeping the market bloated and the money away from everything (and more importantly everyone) else.
I like to say the DOW is just capitalism’s horoscope
The naive optimism I’m holding on to is that there’s only so long *this* (gesturing to everything) is good for business.
Decision makers are caught up in hype, confusion and excuses (economy, pandemic, ai, streamlining etc) but ultimately uncertainty isn’t viable long term. New normal resets and the grown ups have to make a call to make money again (marketing they can prove works made by people they know can do it…vs hypothetical tech).
If that’s the case, there sure are some bad signals happening. Peter Thiel just dumped all his Nvidia stock…
Exactly. And with the incredible rise of unemployment you don’t need to be an economist to figure it out 😞
AI is a facade cooked up by the oligarchy to get revenge for The Great Resignation.
NVIDIA is the only one making money off of this. In the gold rush, the only ones making money were the ones selling shovels.
Apple failing at integrating generative AI starting to make them look like an even better company
Microsoft is building an orchestration layer!