The Economy in the 22nd Century, Amoral Tech and Silicon Valley Micro-Culture, What Nvidia Is Getting From Groq

The Economy in the 22nd Century, Amoral Tech and Silicon Valley Micro-Culture, What Nvidia Is Getting From Groq – Sharp Tech with Ben Thompson

Mentioned

Bullish

NVDA— NVIDIA's acquisition of Grok's technology strengthens their dominance in AI chips and positions them to serve multiple market segments as the AI market fragments.
INFRA— Infrastructure and property will become increasingly valuable as AI creates abundance in other areas, with all available money chasing these scarce resources.
ALTDATA— Alternative data and personalized advertising will become increasingly valuable as AI enables real-time personalization and faster inference capabilities.

Bearish

OPENAI— OpenAI's leadership prioritized ideals over good business decisions, missing the advertising opportunity and making poor strategic choices.
AILABS— AI labs and researchers are becoming overly pessimistic and making bad assumptions that will lead to poor decisions and outcomes.

Not investment advice.