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Big Market Delusions

The Compound and Friends

NOTE

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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