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Josh Wolfe on Where Investors Will Make Money in AI

Odd Lots

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Cloudflare's Infrastructure Winning in the Market

The argument for waiting is that by the time you know, it's already factored into the price/nPaying a high price for a cheery consensus can be a concern/nNvidia's popularity and its CEO's status as a tech icon raise questions about vulnerability/nAMD could potentially come from behind and gain market share by exploiting vulnerabilities in Nvidia's CUDA language system/nInvesting in Nvidia now is considered too late/nConsider investing in companies that are likely to benefit from improbable events in the future/nCloudflare, with its infrastructure at the edge of the network, seems poised to succeed/nCloudflare's caching of models close to users worldwide can give them a competitive edge/nCloudflare may be a promising investment opportunity that is not widely acknowledged or discussed/nCloudflare's market cap is around $20 billion, with strong revenue growth

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