NVDA

Well crap

Google came out with a very good version of Gemini that didnt train on nvda chips, it trained on their in house tpus. Nvdas dominance questioned.

What is META planning they need all these chips?

I think they are still a long term play, but there have been some positive news from competitors and I think the news of “bubble” had some problem cash out. I may sell some as well in January with the big gains, but will always keep a position as they are just too well run of a company.

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There’s still no use case for AI

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It's being used across most sectors now.

There is very much already an active use case for AI. Every day im presented with something else AI can solve quicker than the way we did it a year before. I encounter it or use it just about every day now as the manager of a manufacturing operation.

Our advertising firm basically does every single thing they do with AI assistance now. This was not the case as much as a year ago. They create entire ads/ brochures with a couple of clicks and prompts, with all our brand rules already saved, and id say within the last 6 months, it can produce extremely high quality items that are just insane how little human input and time was required. It seems that advertising is the space its disrupting the most right now in the earlier stages.

Its far enough along where I have now fully accepted: you simply will not be able to compete in any business without utilizing AI in as little as 2 to 3 years from now, maybe less. Thats not even considering if Optimus becomes a thing, which will completely disrupt conventional manufacutring.

What you can do now is simply astonishing vs even 1 year ago. If you listen to cnbc, the big guys are using non consumer facing AI for alot behind the scenes. These tech layoffs are very much connected to emergence of AI.

I dont know if we will be living in terminator times next year, or if thats whats needed for AI to live up to the investment..but its there, and its not going away. I would advise everyone to force themselves to use it or you will be passed up.

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lol 95% of companies using AI have gotten 0 ROI.

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This shite is in its infancy. You know how many companies were losing their arse on e-commerce during the infancy of the dot com revolution? Look at Amazon early on. Show me a company without an online presence now.

I’m not trying to sell you on it, in fact I don’t give a frick what you do. But if you think it has no practical use, well a lot of people that are a lot smarter than you disagree…..

LINK

Lol. You do you buddy.