Is A.I. Actually a Bubble? [The New York Times]
International Business Machines Corporation (IBM)
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Source: The New York Times
So let’s talk about the question of a bubble. Tracy, you all have done a bunch of episodes talking to different people about this. Make for me the best case you can, both against the idea of a bubble and then for it. Oh, man. So, against the idea of the bubble is very simple. It’s this idea that we were talking about earlier, which this is basically a winner-takes-all strategy, and if everyone develops the products that they say they’re going to develop, if they develop A.I. models or systems that magically solve every business or person’s problems in the entire world, then perhaps you can justify some of those valuations. It’s not a bubble if magic occurs. That’s right. That’s right. And that’s what a lot of these companies are processing. They’re promising magic. That’s the way they talk about it. So I think there’s a concern as A.I. becomes an even more dominant force in the U.S. economy, if the bubble bursts, or even if the promised revenue and savings doesn’t materialize to the s
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