DRC

[Molly O’Shea @MollySOShea]

Philippe Laffont on why today's AI market winners may not stay winners 😳:

"at one point there will be a power shift the other way, & we need to be extremely, extremely aware & well prepared to do that."

. . .

"The market is really rewarding the sellers of the shortage, but it is not rewarding the buyers of the shortage..

because the profits are so high that the market is really focused on grabbing those short-term profits.

And that’s fine.

But I would say that at one point there will be a power shift the other way, & we need to be extremely, extremely aware & well prepared to do that.”

[DRC @59cdr58]

@AdinaRevol @yvesbourdillon C'est un peu naïf comme point de vue.

[Michael A. Arouet @MichaelAArouet]

Quite a timing

[DRC @59cdr58]

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