AI may shift the primary constraint from production to allocation. If AI can make almost everything cheaply, the question stops being "Can we produce it?" and becomes "How do we distribute scarce resources and organize society?"
I’m 60 years old and retired from JPMorgan. My monthly income is $105,000.
My May advice:
$SNDK (SanDisk) — Don’t buy
$LITE (Lumentum) — Don’t buy
$CRWV (CoreWeave) — Don’t buy
$NVDA (Nvidia) — Buy at 213–$218
$MSFT (Microsoft) — Buy at $406–$412
$RKLB (Rocket Lab) — Buy at $120–$125
$NOW (ServiceNow) — Buy at $95–$100
People ask, “Why don’t you charge?”
I’ve made enough. Sharing is my passion — that’s why I post for free.
Regarding the OpenAI case, the judge & jury never actually ruled on the merits of the case, just on a calendar technicality.
There is no question to anyone following the case in detail that Altman & Brockman did in fact enrich themselves by stealing a charity. The only question is WHEN they did it!
I will be filing an appeal with the Ninth Circuit, because creating a precedent to loot charities is incredibly destructive to charitable giving in America.
OpenAI was founded to benefit all of humanity.