Comment by spyckie2

Sometimes the bet is not on the company but the industry. If you can argue the industry has room to grow 10x in terms of market cap, which is possible, then merely staying even in market share is a 10x growth.

Ai applications have not even scratched the surface, IMO. I don’t think it is unreasonable to see a world where, when AI gets strong enough to do senior level white collar work, like doctors or lawyers, AI companies build sub-companies to capture the end value of their AI products rather than the base value as a vertical integration tactic.

We are at a lull but AI value add is real and the ways that AI companies capture that value add is still very primitive.