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143. Are You Rich for Your Age? NVIDIA Hype and GOAT Inventions

Alfalfa Podcast

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The History of the AI Industry

The AI industry has been in the basement for the last seven, eight years. It's like that saying, right? We underestimate what we can do in a year. But they overestimate how fast it was. And I think with AI, you're going to have like these stages, right? Like phase one is this sort of build out of this infrastructure, converting all the data centers. There's this race to do that and then we're going to sort of commoditize all of this stuff in the middle there.

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