What do you think of the current market pricing of Fed - I believe this can affect many of your plays here, if we see a repricing of the 5+ cuts currently priced in.
The next two CPIs, NFPs are (more then usual) high risk events for both the cuts priced in and stocks specially taking into account how US data has continued to surprise positive lately.
I see your hedges, just want to know what you think of this
I had a similar question. After picks and shovels, it seems like the AI consultants (like NOW/ACN_SNOW/who else??) making custom/proprietary/private llms would be the biggest beneficiaries. They're teaching the 1000s of companies who may or may not make money how to use the soon to be commoditized AI LLMs.
Great article. Something the ai pessimists are missing is the potential for specialized uses. Chatbots and funny pictures aren’t the most effective use of the technology.
Many industries are ripe for disruption, but the legal one stands out to me. ChatGPT can already write legal briefs--bad ones with hallucinated cites so far. But this is still the first inning. I don’t see why a model extensively trained on the trove of information held by companies held by companies like Lexis and Westlaw won’t eventually become more competent than most lawyers. Legal analysis and writing is just not that difficult.
It will be interesting to see how the industry changes. How can you justify paying an associate $500 or a partner $1000 an hour when lawgpt can write just as good a brief (not to mention more menial tasks like discovery)? And this is just one industry. I think we have a long way to go.
Is there a way to buy SK hynix without going to S Korea?
Thank you for a thorough article.
What do you think of the current market pricing of Fed - I believe this can affect many of your plays here, if we see a repricing of the 5+ cuts currently priced in.
The next two CPIs, NFPs are (more then usual) high risk events for both the cuts priced in and stocks specially taking into account how US data has continued to surprise positive lately.
I see your hedges, just want to know what you think of this
Thanks!
Have you looked a SNOWFLAKE as an AI play for data storage or is their services not niche enough? easily copied?
I had a similar question. After picks and shovels, it seems like the AI consultants (like NOW/ACN_SNOW/who else??) making custom/proprietary/private llms would be the biggest beneficiaries. They're teaching the 1000s of companies who may or may not make money how to use the soon to be commoditized AI LLMs.
Is it just me, or ESTA is not in the updated file?
Wuuutt!! It is still Thursday! Thank you sensei!
comment from leading breast surgeon on ESTA : I don’t use their product and use the J&j rival mentor- longer in the market and more data
They have been very aggressive with their marketing though and relatively new in the space.. I know a lot of ppl who use them
can anyone help. i dont understand the paragraph on hyperscalers price the capacity for about a 6 month payback on the chips?
Great article. Something the ai pessimists are missing is the potential for specialized uses. Chatbots and funny pictures aren’t the most effective use of the technology.
Many industries are ripe for disruption, but the legal one stands out to me. ChatGPT can already write legal briefs--bad ones with hallucinated cites so far. But this is still the first inning. I don’t see why a model extensively trained on the trove of information held by companies held by companies like Lexis and Westlaw won’t eventually become more competent than most lawyers. Legal analysis and writing is just not that difficult.
It will be interesting to see how the industry changes. How can you justify paying an associate $500 or a partner $1000 an hour when lawgpt can write just as good a brief (not to mention more menial tasks like discovery)? And this is just one industry. I think we have a long way to go.