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Stephen MesserFortune |
The young people in those streets did not come out of nowhere. The last 20 years did real damage.
Every AI stack has choke points. Most are traps.
The productivity data doesn't show the AI boom, and won't until companies stop cost-cutting and start building. Nobody is positioning for that trade.
It is not coming. Everyone selling you that story is selling you something. What is actually arriving is the most magical age in human history.
Wall Street spent the week arguing about whether AI is slowing down. The other bubble is what the SaaS incumbents did when their multiples collapsed.
The companies that win the AI era will be the ones willing to eliminate assumptions built for a world where intelligence was scarce and action was...
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