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Joseph Annino's avatar

"Generative" AI is really just a different kind of database search engine. As such, it can give us great insights into existing data, and as such, it is only as good as what it is in data set and what you ask if. There is no intelligence beyond the default ability of computers to manage larger and broader data sets than would be in any human mind. Once we start calling it what it is, it can become useful and take it's place as another data tool, nothing more.

As for Nvidia and the like, they are selling the shovels for the gold rush. We will still want gold and shovels, but once it is realized all the easy gold in those hills has been taken, the mining companies such as Microsoft and Google will be in a rough spot. Apple might turn out ok due to its slow half hearted strategy. Their iPhone commercial which basically makes fun of AI as a creepy cat killing parlor trick is spot on

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Outside's avatar

It's funny how the mainstream media consensus has zeroed in on this narrative in the last few days. Bluesky has been boiling over with screen shots of all the headlines that are variations on the same theme. Zitron has been doing victory laps. Look forward to your take on all this.

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Carle Patrick's avatar

So, what does this mean for us who are heavily invested in NVDA, TSM, PLTR and other AI mega caps?

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