Simple example: My company is using Gemini to analyze every 13F filing and find correlations between all S&P500 companies the minute new earnings are released. We profited millions off of this in the last six months or so. Replicating this work alone without AI would require hiring dozens of people. How can I not be bullish on LLMs? This is only one of many things we are doing with it.
I do not understand how you can be bearish on LLMs. Data analysis, data entry, agents controlling browsers, browsing the web, doing marketing, doing much of customer support, writing BS React code for a promo that will be obsolete in 3 months anyway.
The possibilities are endless, and almost every week, there is a new breakthrough.
That being said, OpenAI has no moat, and there definitely is a bubble. I'm not bullish on AI stocks. I'm bullish on the tech.
I do not understand how you can be bearish on LLMs. Data analysis, data entry, agents controlling browsers, browsing the web, doing marketing, doing much of customer support, writing BS React code for a promo that will be obsolete in 3 months anyway.
The possibilities are endless, and almost every week, there is a new breakthrough.
That being said, OpenAI has no moat, and there definitely is a bubble. I'm not bullish on AI stocks. I'm bullish on the tech.