Learning to Love the AI Bubble
sloanreview.mit.edu
Learning to Love the AI Bubble
1–10 of 58 posts
Re: Learning to Love the AI Bubble
#2I'm a bit skeptical there is a bubble as defined in the article as "when the market value of assets decouple from their intrinsic value and expectations of rising valuations generate investor demand." As a speculator where are these soaring AI stocks for me to punt on?
By the way you can read the article with a trial account from O'Rilley but there's not much too it beyond what's in the summary https://learning.oreilly.com/library/view/learning-to-love/5...
Re: Learning to Love the AI Bubble
#3I'm a bit skeptical there is a bubble as defined in the article as "when the market value of assets decouple from their intrinsic value and expectations of rising valuations generate investor demand." As a speculator where are these soaring AI stocks for me to punt on? By the way you can read the article with a trial account from O'Rilley but there's not much too it beyond what's in the summary https://learning.oreil…
Isn't the lack of stocks to punt on a dysfunction of the investment system? The VC market is doing the speculation, and you are locked out - not because they don't want your money, but because they don't want you to have a chance of getting theirs!
Re: Learning to Love the AI Bubble
#4I'm a bit skeptical there is a bubble as defined in the article as "when the market value of assets decouple from their intrinsic value and expectations of rising valuations generate investor demand." As a speculator where are these soaring AI stocks for me to punt on? By the way you can read the article with a trial account from O'Rilley but there's not much too it beyond what's in the summary https://learning.oreil…
Isn't the lack of stocks to punt on a dysfunction of the investment system? The VC market is doing the speculation, and you are locked out - not because they don't want your money, but because they don't want you to have a chance of getting theirs!
I'm not sure to be honest. Google is the company that probably has the most value in its AI projects but the money it makes from advertising dominates. You could argue that buying Tesla stock is a punt on its 'full self driving' stuff but TSLA is not really soaring and people don't believe them.
Re: Learning to Love the AI Bubble
#5I'm a bit skeptical there is a bubble as defined in the article as "when the market value of assets decouple from their intrinsic value and expectations of rising valuations generate investor demand." As a speculator where are these soaring AI stocks for me to punt on? By the way you can read the article with a trial account from O'Rilley but there's not much too it beyond what's in the summary https://learning.oreil…
Isn't the lack of stocks to punt on a dysfunction of the investment system? The VC market is doing the speculation, and you are locked out - not because they don't want your money, but because they don't want you to have a chance of getting theirs!
If the bubble is only VC money as you suggest, then I don't see it having very strong negative effects outside of Silicon Valley.
I'm more worried about global economic crises than VCs losing their money.
Re: Learning to Love the AI Bubble
#6Earlier quoted context omitted.
Isn't the lack of stocks to punt on a dysfunction of the investment system? The VC market is doing the speculation, and you are locked out - not because they don't want your money, but because they don't want you to have a chance of getting theirs!
I'm not sure to be honest. Google is the company that probably has the most value in its AI projects but the money it makes from advertising dominates. You could argue that buying Tesla stock is a punt on its 'full self driving' stuff but TSLA is not really soaring and people don't believe them.
I personally would put my money on Nvidia when it comes to most value in AI projects, but I don't have inside knowledge with either company.
Re: Learning to Love the AI Bubble
#7Earlier quoted context omitted.
I'm not sure to be honest. Google is the company that probably has the most value in its AI projects but the money it makes from advertising dominates. You could argue that buying Tesla stock is a punt on its 'full self driving' stuff but TSLA is not really soaring and people don't believe them.
I personally would put my money on Nvidia when it comes to most value in AI projects, but I don't have inside knowledge with either company.
Nvidia makes shovels. They stand to make a lot of money no matter what AI works out (possibly more than anyone else), all that without having to do any AI themselves.
Re: Learning to Love the AI Bubble
#8Earlier quoted context omitted.
Isn't the lack of stocks to punt on a dysfunction of the investment system? The VC market is doing the speculation, and you are locked out - not because they don't want your money, but because they don't want you to have a chance of getting theirs!
If the bubble is only VC money as you suggest, then I don't see it having very strong negative effects outside of Silicon Valley. I'm more worried about global economic crises than VCs losing their money.
I've said this many times when I watch VCs invest in some damn fool thing: there should be a market for selling such investments short. Maybe I should ask a VC for backing for this idea.
Re: Learning to Love the AI Bubble
#9Right now there are 5 comments on this post, and all 5 focus on the issue of how to invest in AI. That suggests something about how Hacker News has changed over the years. There is a larger focus on “what stock can I buy” and somewhat less focus on working with the actual tech.
Re: Learning to Love the AI Bubble
#10Right now there are 5 comments on this post, and all 5 focus on the issue of how to invest in AI. That suggests something about how Hacker News has changed over the years. There is a larger focus on “what stock can I buy” and somewhat less focus on working with the actual tech.
This is a financial article about the effects of an AI bubble on the economy.
While I certainly wouldn't call a technical discussion off topic, I'm not surprised that the majority of focus would be on the main topic of the article -- economics and the stock market.