Ask HN: How are you investing in AI?

#1

Post by cobzilla » Sun, Mar 26, 2023, 12:03 PM UTC

It seems clear that we’re on the edge of a rapidly expanding bubble. There will likely be some big winners in the AI space.

This bubble seems different though, as AI seems to be poised to augment capabilities of existing companies vs generating another Google or Tesla.

Where to invest then? Will AI just make bigger companies bigger or are there clear opportunities for startups or smaller companies to rapidly grow?

Any unicorns or will all the benefits be realized at FAANG level companies?

Re: Ask HN: How are you investing in AI?

#2

Post by melling » Sun, Mar 26, 2023, 12:30 PM UTC

Bought some Google. They have been taking it on the chin for being behind. Everyone said classic search is dead.

People have been speculating on the companies (tickers), AI, SOUN, and BBAI, but I don’t know enough about them.

Nvidia has been a winner but with a P/E of almost 150, it’s very expensive.

Re: Ask HN: How are you investing in AI?

#3

Post by spansoa » Sun, Mar 26, 2023, 7:59 PM UTC

> are there clear opportunities for startups or smaller companies

There's opportunities for big and small. AI democratizes itself to everyone, it's very egalitarian and equal opportunity.

Re: Ask HN: How are you investing in AI?

#4

Post by cobzilla » Sun, Mar 26, 2023, 9:44 PM UTC

spansoa wrote: post #3

> are there clear opportunities for startups or smaller companies There's opportunities for big and small. AI democratizes itself to everyone, it's very egalitarian and equal opportunity.

That’s what it feels like. A sort of rising tide that will lift all boats. Though many boats will also sink… so there’s that.