AI Snips
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Episode notes
AI Agent Craze Compared to Previous Eras
- Imran explains the current AI craze by comparing it to previous crypto eras like the ICO white paper era and DeFi summer.
- He points out that the current focus is on GitHub repositories and Twitter followers, similar to past trends.
1999-Style AI Bubble
- Qiao predicts a potential 1999-style bubble in AI-related stocks with a 50% probability in the next two to three years.
- This could spill over into the crypto market, similar to the internet infrastructure boom of the late 90s.
AI's Mainstream Impact Timeline
- While acknowledging AI's usefulness, Qiao believes its mainstream impact will take a decade or two, not overnight.
- He expects gradual productivity improvements but doesn't foresee dramatic life changes.