No qualifying author-owned investment thesis was confirmed in this post.
Bearish sector view without a specific asset or trade.
Comments53
▶ Full Post Text
Now everyone is talking about AI.
Do you really think companies will make more money than it got invested?
I don't think LLMs will be that much useful (they are handy but not at human level) and ROI gonna be pretty bad. No one can guarantee about AGI.
I think most of the AI startup will go bankrupt in long term. Even Big One like OpenAI has such kinds of problem. I start feeling there will be another dot com bubble.
Do you think it's really worth it to invest in such kinds of hype? Any idea?