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.

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.