Links - 04/29/2024
“Every bubble ensues from widespread conviction. Everybody believes ‘A.’ They bid the beneficiaries of ‘A’ up to the moon. It turns out it’s overdone. People are now convinced that AI will change the world. I imagine it will. I don’t know how to invest in it. I don’t know if the future of AI is adequately reflected in the price of the beneficiaries, or …
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