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Kyle Samani on Crypto’s Role in AI, Consumer Tech, & other Contrarian Views

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The Future of Crypto and AI

I think people kind of things do trend back towards like curation and aggregation, I feel. If you if you're trying to buy across five different collections at the same time, then you probably don't care about anyone collection. So there's just two different audiences here and these audience audiences will coexist. The one that is definitely the most important is Airbnb for your graphics card. Every week a new headline comes about shortages and this and that and the other. There's pseudo consensus in the equity analyst market that the shortages will be resolved by Q4 of this year now, it's Q2 of next year.

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