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Why not? AGI can design the chip, send the instructions to TSMC's AGI, and you'll get your chips. The point is that saying AGI is the reason you shouldn't inve
by aurareturn 2y ago
Why not? AGI can design the chip, send the instructions to TSMC's AGI, and you'll get your chips.
The point is that saying AGI is the reason you shouldn't invest in Nvidia stock because AGI will remove the CUDA moat is just not reasonable. You might as well not invest in anything in that world since AGI can replace anything.
- 0xDEAFBEAD 2y agoThe actual challenge is to identify the sectors AGI will affect last, and invest in those.
- aurareturn 2y agoWhy not invest in the company most likely to power AGI? If you're anticipating AGI, I think it'd make sense to put at least a bit of money into Nvidia/TSMC.
- ben_w 2y agoPower AI in a literal sense? That kind of power doesn't necessarily mean big profit margins — farmers power humans, fields aren't huge money makers. I've got some NVIDIA shares as a hedge, but the furure is hard to predict.
- aurareturn 2y agoI don't disagree that it's hard to predict. But the person I'm responding to says CUDA will be nullified by AGI, so therefore, you shouldn't invest in Nvidia. By that logic, a lot of things will be un-investable and not just Nvidia.