4 ms·

I'm investing in undervalued businesses who are selling the shovels.

• 0xDEAFBEAD 2y ago
  That's the funny thing about the AI boom. There's way more hype about shovel sellers than shovel buyers. No one is getting excited about "AI slop", just the models that generate it. Funny situation.
  • tim333 2y ago
    The hypothesis is the AI slop will improve. A bit like 1990s internet where there was a lot of futzing with dial up modems to eventually get a fairly crappy web page. But you could tell it would get better.
  • shadowmanifold 2y ago
    It is rather comical. Everyone knows that panning for gold is a fools game so we have a gold pan/shovel bubble. It is like having a massive lumber bubble and calling it a real estate bubble because someday we might actually build those houses.