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Comment by hearsathought

2 days ago

> It almost seems as though the record-setting bonuses they were dolling out to hire the top minds in AI might have been a little shortsighted.

If AI is going to be integral to society going forward, how is it shortsighted?

> She did well by recommending investing in companies that invest in AI (like MS) but who had other profitable businesses (like Azure).

So you prefer a 2x gain rather than 10X gain from the likes of Nvidia or Broadcom? You should check how much better META has done compared to MSFT the past few years. Also a "financial investment person"? The anecdote feels made up.

> She skillfully navigated the question in a way that won my respect.

She won your respect by giving you advice that led to far less returns than you could have gotten otherwise?

> I personally believe that a lot of investment money is going to evaporate before the market resets.

But you believe investing in MSFT was a better AI play than going with the "hype" even when objective facts show otherwise. Why should any care what you think about AI, investments and the market when you clearly know nothing about it?