Key insights
- The author expresses a strong bullish outlook on AI, believing it will be integral to the future and questioning if current valuations are already pricing in its long-term potential. The piece speculates on the immense memory requirements for future AI agents and suggests that AI's pervasive influence could represent a disruption larger than current market concerns, implying a positive long-term outlook for AI-centric technologies.
I genuinely tried to imagine a future let's say 2050, I genuinely couldn't think of anything that wouldn't have AI into it, like we just started now and AI is so good that governments are banning it, how good will it be in 2050?
If AI is so bad because of valuations everyone is talked about, in the future is it gonna be as bad? Do yall think we're currently pricing forward?
If AI is everywhere won't we need a lot of memory for every AI agent? Isn't this going against our philosophy that memory is cyclical?
Just some thoughts I want to hear y'all's opinions, but on my part I'm bullish on AI there's no future without it.