Subscriber Comment of the Day (Part Deux) (And My Response)
douglas cassel
Appeals to authority have limitation, but Terry Tao is arguably one of the smartest people on earth. He is a bit more sanguine about AI than many here. I would also suggest that computer intelligence is fundamentally different than other technological advances. The possibility of a virtuous feedback loop, where intelligent systems improve themselves, might mean advances far faster than prior epochs.
How Terry Tao Became an Evangelist for AI in Math
Dougie Kass
I view my role as to offer up potential conflicts and headwinds in AI and its adoption – as 98% of Wall Street and nearly all “talking heads”/investors deliver an upbeat narrative witih few detours.
I basically see numerous possible adoption, implementation, content and profitability outcomes – some of them adverse (that are being given very little weight by the investment community).
From there, I believe subscribers can better consider and evaluate the merits of the companies involved in AI.
This is why I have written 200 “More Tales From Nvidia” – which seems to be lost by some who are hostile to my series and comment in this section, ironically not with their own research but by quoting ChatGPT, Grok or other AI modes/sources.
Position: None
