@SquawkCNBC@Gary_D_Cohn As one analyst framed it: "Telecom laid roads. AI completely reimagines how the road is used, who travels, and what destinations exist". Fiber is dumb pipe; AI is an active productive asset that generates economic output even when idle (training the next model).
@SquawkCNBC@Gary_D_Cohn ...and global payment rails already in place. There is no "dark GPU" equivalent because the distribution layer that took 15 years to develop after the fiber bust already exists. AI can monetize immediately through channels the 1990s telecoms could only dream about.
@rundowndaily_ Comparing open AI to Microsoft and Meta? They are quite obviously at a very different stage as a company, and Microsoft owns 27% of it…
This reflects a misunderstanding of AI as a developing technology - current ROI is dramatically overemphasized, long term potential matters.
@SmugFecundity@LacrosseNetwork Yes, has been for a long time, except to push rather than really cross check. It gives you way more ability to adjust. If a defender hits me with their hands together, it’s going to be really easy to roll off of
@RxcklessTre@Linkario47@pamelam35 I did….but that’s the way it works, they still have to punt(or place kick or drop kick if they want), into play, if it was kicked out of bounds, would give the other team a play on offense.
@ChaseDaniel Chase my guy, has anyone ever told you that you sound like Dave Portnoy? I was shocked I thought it was him actually talking about sports 😂. Great analysis though
@austinhankwitz Much love and sorry for your loss
My guy, I guess this was sarcastic, I just heard ya say the same thing, but I sincerely think it’s a point worth consideration.
I can understand an argument for US only like Bogle made but to just say the returns are better misses the mark tbh
@austinhankwitz your take on not investing internationally on this last show has much too short of a timeframe; importantly international stocks outperformed U.S. in the decade before, and that going back and forth is typical historically speaking.