Yes. But he would be murdered if he really owned $350B gold.
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Discussion - has the AI bubble already burst?
- Thread starter Xebec
- Start date
Arthur Hanson
Well-known member
I have studied TSM carefully for almost twenty plus years and hold a very substantial holding averaging around 28 dollars per share. Morris Change was one of the true giants of the tech world with an unmatched level of integrity. I have already been very impressed of how he left with a great team in place.
I am German and technically English is my 2nd language. Call me old-fashioned, but I hardly ever use AI for any of my writings, and I am writing a lot (I maintain a photography blog) and am quite good at it.Basically anyone who speaks English as a second language is finding AI critical for business and interaction with the English speaking world.
I think AI is still in its Wild West stage, a bit chaotic, which may make it appear as if a bubble is bursting, but I don't think we are anywhere near that point. Wherever you look, everyone invests in AI one way or another. Be that with activity and adoption or in stocks.
You don't have to be right all the time to be very rich. You only have to be often right on some critical decisions.Buffet also said owning gold is stupid. Look at the gold price today. Buffet would be much better if he owns $350B in gold instead of USD.
No one is saying that AI isn't useful, but investing $100 billion in data centers for a company that yet to make a profit is hard to justify.I am German and technically English is my 2nd language. Call me old-fashioned, but I hardly ever use AI for any of my writings, and I am writing a lot (I maintain a photography blog) and am quite good at it.
I think AI is still in its Wild West stage, a bit chaotic, which may make it appear as if a bubble is bursting, but I don't think we are anywhere near that point. Wherever you look, everyone invests in AI one way or another. Be that with activity and adoption or in stocks.
Just being reading a very interesting article here: https://edition.cnn.com/2024/11/19/business/ai-chatgpt-nvidia-nightcap
They are saying that LLMs don't scale too well.
- Bloomberg reported, also citing two unnamed sources, that Orion “fell short” and is “so far not considered to be as big a step up from OpenAI’s existing models as GPT-4 was from GPT-3.5.”