“If the United States government intervenes it will tank the stock market. Period. Not debatable... you're forced to absorb costs that aren't rational nor market driven.”
A US ban on open-source AI obliterates the hundreds of millions of dollars Meta poured into its Llama foundation models.
“by compressing the knowledge economy and the services economy, commoditizing it completely, they are left holding all the value in the global economy because they can make stuff and they can make it c”
Open source AI destroys the premium on knowledge work, shifting global wealth to China's 200 billion square feet of physical manufacturing capacity.
“I am going to go with for my biggest winner for training data owners like the New York Times, Reddit X, Twitter, YouTube etc. I think what we learned in 2023 was that the language models are starting ”
Language models are rapidly commoditizing, shifting the real value to proprietary training data owners like Reddit who already rake in $130M from AI deals.
“I am going to go with for my biggest winner for training data owners like the New York Times, Reddit X, Twitter, YouTube etc. I think what we learned in 2023 was that the language models are starting ”
Language models are commoditizing fast, shifting the real leverage to Google as they train Gemini on billions of proprietary YouTube videos.
“I am going to go with for my biggest winner for training data owners like the New York Times, Reddit X, Twitter, YouTube etc. I think what we learned in 2023 was that the language models are starting ”
As language models hit parity, AI builders must hand billions in copyright settlements to proprietary data owners like the New York Times.
“They could buy 900 billion, 755 in buybacks and 140 billion sachs in dividends... I just think Apple could have been more ambitious if they just spent half that money instead of on buybacks and divide”
Apple funneled $900 billion into buybacks and dividends instead of building the next generation of AI and cars, starving its future growth engine.