Re:When the Dotcom Bubble Burst
by 0xDEAFBEAD on Monday March 17, 2025 @07:45AM
(#43387444)
The actual challenge is to identify the sectors AGI will affect last, and invest in those.
Re:When the Dotcom Bubble Burst
by aurareturn on Monday March 17, 2025 @08:33AM
(#43387817)
Why not invest in the company most likely to power AGI? If you're anticipating AGI, I think it'd make sense to put at least a bit of money into Nvidia/TSMC.
Power AI in a literal sense? That kind of power doesn't necessarily mean big profit margins — farmers power humans, fields aren't huge money makers.
I've got some NVIDIA shares as a hedge, but the furure is hard to predict.
Re:When the Dotcom Bubble Burst
by aurareturn on Monday March 17, 2025 @11:05AM
(#43389336)
I don't disagree that it's hard to predict. But the person I'm responding to says CUDA will be nullified by AGI, so therefore, you shouldn't invest in Nvidia.
By that logic, a lot of things will be un-investable and not just Nvidia.
The point is that saying AGI is the reason you shouldn't invest in Nvidia stock because AGI will remove the CUDA moat is just not reasonable. You might as well not invest in anything in that world since AGI can replace anything.