Survival of the (AI) Fittest

The transcript discusses the parallels between the current AI frenzy and the dot-com boom of the late 90s and early 2000s. It highlights that many AI winners are established companies like NVIDIA and Microsoft, contrasting with the speculative nature of past tech booms. The conversation suggests that AI could define the current decade, similar to how mobility defined the last. Despite the hype, there is some market rationality, as seen in the example of Kroger's stock performance. The discussion also touches on the potential for AI to be overused as a buzzword, similar to past tech trends.

What is a key difference between the AI boom and the dot-com boom?

• AI companies are mostly startups.

• AI is not as popular as dot-com was.

• AI winners are mostly established companies.

• Dot-com companies had more revenue.

Which companies are mentioned as leaders in the AI space?

• Amazon and Google

• NVIDIA and Microsoft

• Apple and Facebook

• Tesla and Netflix

What is the speaker's prediction for the current decade?

• It will be the decade of virtual reality.

• It will be the decade of blockchain.

• It will be the decade of AI.

• It will be the decade of renewable energy.

What concern is raised about the use of AI in the market?

• AI is too expensive for most companies.

• AI is being used as a synonym for all software.

• AI is not being used enough.

• AI is only applicable to tech companies.

What does the 'bubble portfolio' include?

• Only established companies

• Only new startups

• A mix of tech and real estate companies

• Only AI companies