Quote Originally Posted by call_me_ishmael View Post
I dunno man. I think at some point they're gonna have to prove to be viable businesses and AI is _very_ expensive to run. I do think it'll get a lot cheaper though over time and commoditized. Think of all of the value that Meta has destroyed by committing to open source and open sourcing llama. I see little incentive to pay for OpenAI and their shady business practices for example when you could certainly run your own enterprise llama system for cheaper and more secure.

Perhaps, but dude, look at some of the earning reports coming out in the last two quarters of these AI driven stocks. They've truly made some F'ck you type profits and growth from 23 to 24. Some insane growth. If we get two more years of growth like this, even if it flattens out, those ignoring AI are missing out on a ton of profits. The earnings growth, in companies like NVDA, AMD, TSM (that I regrettably don't own yet) and many other stocks whose growth has been driving by AI is kinda crazy.