But it still may increase productivity as adoption increases and more use-cases are discovered
Either way, not enough data to short the stock or leveraged long.
264 karma · joined December 9, 2017
But it still may increase productivity as adoption increases and more use-cases are discovered
Either way, not enough data to short the stock or leveraged long.
10% would mean a 10 trillion in productivity, 1% is 1 trillion.
And also Chrome would piggyback on Flash Player installer
Brad Gerstner from Altimeter capital makes a bull case, you need to listen to him as well.
Then make up your own thesis about OpenAI, LLMs and AI.
That being said, the whole tariff situation is creating a dark cloud over all jobs
Trump like tariffs, you can see his old videos about that. There is one offramp, which is that all tariffs come down and trump accepts that as a win.
Also Bessent's friend Druckenmiller likes a consumption tax, and they think tariffs are a good consumption tax.
I don't know much, but this is the messaging
Disclosure - I am neither bearish or a mega bull on LLMs. LLMs useful in some cases.
Imagine a new UI/UX for a CRM. Completely redesigned from the ground up.
Multiple GPT wrappers in a single product. All wrappers working together to achieve a single goal.
Also throw in agents.
And distribution matters, if some app goes viral, it has a high chance to succeed and beat the current incumbent.
If you replace your GPU every 2 years, its 250 usd per month
If the price halves, still its 125 usd.
Even if price halves and use for 5 years, its 50 usd per month.
Creators and Doom Scrollers. Be the creator.