I’ve written a newsletter on AI for 10 years now, and more than any time in the past I think we are at a point where the consensus future on AI is wrong. Here are my 5 key contrarian ideas:
- AI agents are going to cause a trust recession
- Valuations on physical assets will outpace valuation increases on AI assets
- AI will re-bundle software
- Inference economics will trump model benchmarks
- Most AI related improvements will be competed away and the beneficiaries will be consumers, not investors. Read the whole thing at https://investinginai.substack.com/p/the-great-ai-contraction-5-contrarian if you want more analysis. submitted by /u/Rob
Originally posted by u/Rob on r/ArtificialInteligence
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