AI's Winners, Losers and Wannabes: An NVIDIA Valuation, with the AI Boost!
Musings on Markets
JUNE 23, 2023
For those who are active investors, individuals as well as institutions, I believe that AI will make a difficult game (delivering excess returns or alpha from investing) even more so. I know that there are others who see AI as an instrument that big companies will use to control minds and acquire power.
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