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Big Market Delusions
The Compound and Friends
The AI Singularity and the Power of NVIDIA
Keeping hubris under control is wise. NVIDIA AI Singularity is pathbreaking, but it may underperform. Other AI companies trading at higher multiples are likely to underperform even more. Wall Street Journal showcased AI's superiority over MBAs in product idea generation for college students. GPT-4 generated 100 ideas, while MBAs collectively produced 200.
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