MacroVoices #386 Lyn Alden: Energy, Inflation & much more
Macro Voices
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The Impact of AI on the Market
I'm kind of using viewing AI through a similar template in the sense that you know it's real it's here it's impactful. It's going to change how we interact with things in the next several years. I don't really view Nvidia especially after this massive run up as the place you want to be heavily concentrated. A lot of the low hanging fruits for me have been Adobe, which is already incorporating generative AI into their offering and they weren't at the very high valuation that Nvidia was.
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