OpenAI is the biggest AI pure play and is at $3.4B annual run rate. This feels like a bubble unless products worth buying show up.

July 5, 2024 9:42 am by CWR

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There is no doubt that there will be a lot of money made from AI. The question is whether it will be enough to support a $3 trillion valuation for Nvidia?

This is why replacing knowledge workers is the play. Anything else isn’t big enough.t.co/gJnQbl3pow

— Dare Obasanjo🐀 (@Carnage4Life) July 4, 2024

See also Stagflation—1970s all over again. Nvidia joins the Dow this week. The biggest turmoil is coming. It can all end now.

See also The same people who called the tulip speculators "Deranged gamblers" are speculating their net worth on barcodes. Pain trade coming.

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