An AI Thing I Think I Know
An AI Thing I Think I Know
Robots (humanoid and other) are rapidly becoming commodities.
There's no network effect, no 2-sided market, no aggregation in AI or robotics.
In other words, this is an INCREDIBLY impressive technology that will be a TERRIBLE business for most.
The best investors are on a constant learning journey.
Buffett started buying "cigar butt" stocks and evolved to a buy-and-hold strategy.
Bill Gurley has made a fortune on internet companies and the internet didn't even exist when he started.
Learn, implement, repeat.
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