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Yes I do. I expect chip makers such as TSMC and Nvidia to massively profit from them because people will need a lot more chips now and in the future. I expect
by aurareturn 2y ago
Yes I do. I expect chip makers such as TSMC and Nvidia to massively profit from them because people will need a lot more chips now and in the future.
I expect companies who integrate well with them to increase their value. For example, companies with proprietary data to integrate an LLM with. Another example could be a company that develops very capable agents.
Wallstreet cares about stocks. If models reach a point where it’s cheap, capable, and fast, why wouldn’t the S&P500 take off because of the huge boost to productivity? And some companies will take off more. That’s normal.
- photonbeam 2y agoIt may be a ‘sell shovels’ time, where the hardware providers profit
- aurareturn 2y agoSure, Cisco benefited a lot during the boom - as did ISPs who laid down internet infrastructure. Those were the shovel makers. Eventually, the people who bought the shovels significantly outclassed the shovel makers. Google and Amazon are both 10x larger than Cisco in 2024. Meta is 10x. Microsoft is 15x. Hell, Uber was bigger than Cisco for most of the last decade. These shovel maker comments get tossed around a lot in any AI "bubble" talk. Yet, the shovel makers did not even come close to being the most profitable from the dotcom boom.
- photonbeam 2y agoPicking the right shovel-user is much more difficult though without a time-machine