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The Future of AI
Even the facial recognition technology that we see coming from China is to me super interesting. I know that this is going to create AI, will create a bunch of value in the economy. But probably even more money will be made by people who naturally have a ton of data and can use a knob to make more money. The Google, Facebook are perfect examples. Banks, insurance companies are others but also disruptors. Imagine a new company coming up with an app that allows you to get along within one second. And that's likely over time to take basically eat the lunch of all the bank loans.