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AI · 2 mentions
#1992701522673590626
@unusual_whales A bold prediction, but the math doesn't match the market reality yet. We are facing the "Capex Test" of the century: Big Tech is spending billions, yet reports show ~95% of enterprise AI pilots are failing to move the profit needle. Until "just LLMs" solve the reliability gap, this is a hardware boom waiting for a software revolution. We are miles away from mass displacement.
#1992739299033591917
@k2__investment @unusual_whales I wish cooper had just called his bluff on this. “Why don’t you do it then - wouldn’t that be best for your shareholders” “Ughhhh uhhh uhhh”