The Cloudcast Two Obseervations about Smart People and AI
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Sep 21, 2025 Smart individuals experience a love-hate relationship with AI, influenced by their interactions rather than just their intelligence. The discussion reveals how math and data science elites are making significant financial gains through AI funding, often leaving others in their wake. Additionally, senior domain experts are increasingly viewing generative AI as a tool that enhances productivity, likening it to augmented interns, while the quest for a breakthrough AI application continues to evolve.
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Timing Trumps Raw Smartness
- The current AI boom rewards a small cohort of math/data-science elites with massive wealth.
- Timing and context matter more than sheer intelligence for capturing outsized rewards.
Acquihires Create Winner-Take-Many Outcomes
- Acquihires concentrate value by only taking key engineers and founders, leaving the rest behind.
- That creates winners and many who miss the big payouts despite being skilled.
Plan For The Boom’s Timing
- Be aware of boom-and-bust cycles and plan exit timing if you rely on AI valuations.
- Cash out or reinvest strategically before market sentiment shifts against the cohort.