
MacroVoices #446 Matt Barrie: AI’ll Be Back!
Macro Voices
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Navigating AI Investments and Market Realities
This chapter examines the complexities and risks associated with investing in AI hardware, particularly focusing on NVIDIA and its market competition. It discusses the inflated valuations of AI startups, drawing parallels with past market bubbles, while exploring the economic implications of AI integrations in various industries. The conversation also touches on the evolution of AI models, their growing costs, and the transformative potential of AI in software development and job roles.
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