I’m more investing in the backbone of the AI revolution - Arista Networks cloud networking, Constellation Energy’s nuclear energy (ai usage requires energy; nuclear is the cleanest and most practical), looking for plays like that that work no matter who wins the ai race!
I think Google is fine. Not sure how I saw this post so late so it’s easy to claim hindsight bias. But Google is still well positioned to integrate ai into search, YouTube, I find my user experience with Google search drastically improved since they put ai overviews. Cloud growing rapidly as well
Fascinating. I'm looking at companies a new through this lens. Shopify. Docusign. Are the moats gone. "As generative AI accelerates, the very concept of using "apps" could become outdated."
AI will analyze the data. Turning that into insight? That’s the investor’s job.
I’m more investing in the backbone of the AI revolution - Arista Networks cloud networking, Constellation Energy’s nuclear energy (ai usage requires energy; nuclear is the cleanest and most practical), looking for plays like that that work no matter who wins the ai race!
Great read btw!
I think Google is fine. Not sure how I saw this post so late so it’s easy to claim hindsight bias. But Google is still well positioned to integrate ai into search, YouTube, I find my user experience with Google search drastically improved since they put ai overviews. Cloud growing rapidly as well
Agreed.
Fascinating. I'm looking at companies a new through this lens. Shopify. Docusign. Are the moats gone. "As generative AI accelerates, the very concept of using "apps" could become outdated."
Thanks Adam 🙏🏻. Shopify can probably adapt. No view on Docusign.
Great thoughts here. And I'm a tech guy (but not a tech bro).
Haha. That’s awesome! Do you work in tech or are you just interested in the space?
I run a PE firm focused on tech