Comment by zmmmmm
2 days ago
The problem with sentiment driven market phenomena is they lack fundamental support. When they crash, they can really crash hard. And as much as I see real value in the progress in AI, 95% of the investment I see happening is all based on sentiment right now. Actually deploying AI into real operational scenarios to unlock the value everyone is talking about is going to take many years and it will look like a sink hole of cost well before that. Buckle up.
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