The premium put on AI-labelling are bubble-inflating, not value-creating. The key question for AI is what problems will it solve and what profit and competitive impacts will that have? Most of what AI can do for company A is easy to replicate by company B, and thus is not competitive, just required to stay in the game, i.e. it is primarily a bottom line cost. Companies that will be able to capture real value (net profits) are those who substitute existing businesses by disrupting i.e. automating previously human-performed tasks. So to profit off AI, in the long-run, two categories are interesting: 1, incumbents capable to stay in the game by disrupting themselves (very few). 2, new businesses using AI to disrupting value chains.
@openthinker1251
2 ай бұрын
Wait what the Microsoft employee working for the company that has dumped the most money into AI doesn’t think there is overvaluation. What a snake
@manonamission2000
2 ай бұрын
"thought leaders"
@francismumbi49
2 ай бұрын
90% of AI Companies are Overvalued
@bpolat
2 ай бұрын
Nvidia is extremely overvalued.
@rubes8065
2 ай бұрын
This is old. Space X isn't in LA/San Diego anymore. Great video otherwise!
@openthinker1251
2 ай бұрын
SpaceX is most definitely still in LA the C suites might have left but the engineering sure didn’t
@JosephJacks
2 ай бұрын
Not may. ARE.
@miraculixxs
2 ай бұрын
The intonations are really crinGE?
@Semper_Iratus
2 ай бұрын
No shit Sherlock.
@pauldannelachica2388
2 ай бұрын
❤❤❤❤❤❤
@vidurmisra9911
2 ай бұрын
3:06 mark made a huge mistake when he said India’s population isn’t growing, it population still hasn’t peaked. It will peak around the 2050s-60s at 1.6-1.7 billion from the current 1.41 billion people.
@manonamission2000
2 ай бұрын
dengue, tuberculosis, hepatitis...
@vidurmisra9911
2 ай бұрын
@@manonamission2000what is it that you are trying to imply
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