Comments by "Michael Nurse" (@michaelnurse9089) on "The Coming AI Startup Bust" video.

  1. Venture capital has surprisingly been a successful industry. They only have to hit 1 in a 100 to break even and 1 in 10 to buy everyone a yacht.
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  2. The have a product. The revenue is lacking. The counter-argument is that Google and Facebook were in this camp for the longest time.
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  3. No chance. I can see Nvidia moving 100% of production to server farm cards for 3 to 5 years. While AMD struggle to allocation at TSMC.
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  4. The counter argument is that AI is a broadly disruptive and powerful technology - like electricity or steam but unlike email or Segways. Doubly so when paired with robotics. There are not a lot of options to invest in. The investment has already poured into NVidia and Microsoft despite there being no moat for LLMs. Personally I prefer Tesla, as they have a quadruple moat - compute, data, mass manufacturing, engineers.
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  5. My UBlockOrinin has now blocked 13.9M ads since install two years ago.
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