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Yesterday, I sold all of my AI stocks: NVIDIA, Meta, Microsoft.
I got in at a good time, and those positions have been phenomenal for my portfolio. But as they say, all good things must come to an end.
It's not that I've stopped believing. Agentic AI will transform our world. What we already see with coding assistants is just the beginning - automation will sweep through a wide range of jobs and industries.
But two things happened recently that made me pause and re-evaluate my position - one subjective, one objective.
First, the subjective element - one of the big unknowns of the AI boom is whether adoption will keep pace with the infrastructure and talent investment pouring in. Hyperscalers and labs are building at a breathtaking rate, AI engineers are being offered salaries north of $100M, yet revenues - while substantial and growing - are on a very different curve. Enterprises face real adoption hurdles: ROI that doesn't always look as compelling as promised, cultural resistance, regulatory drag, and sheer change-management friction. The debate over whether this is simply the natural "early innings" of a transformation on par with the Industrial Revolution or the making of a bubble has been around for a while. But even for me, as someone who believes and is invested in AI, it's starting to feel more like a bubble.
Which brings me to the objective. The latest generation of models - Grok 4, ChatGPT 5, even Qwen 3 - are a canary in the coalmine. They represent incremental improvements at best, not the step-changes many of us were hoping for (and some of us - counter-factually - keep telling ourselves they represent). Enough to drive solid agentic capabilities that improve workflows across industries, but nowhere near enough to deliver "artificial general intelligence" any time soon - that elusive point where machines surpass human intelligence or can recursively improve themselves into a runaway cycle of ever-increasing cognitive ability. And yet AGI hype underpins much of today's lofty valuations.
My concern is that the market may soon face a double realization: The financial upside of AI will take longer to materialize than many assume. And we are much closer to the ceiling of the current technology generation than Elon Musk and Sam Altman would like us to believe.
That combination could trigger a significant correction in AI stock prices - and I suspect that day may come sooner than we think.
The real solution to this problem is removing all the fingers of whoever allowed companies selling LLM products to call them "AI".Just admit that you were a retard about A.I.
>The first guest on The Twenty Minute VC was Guy Kawasaki, Apple’s former chief evangelist.According to this Forbes article he comes from a humble background and built his investment-themed podcast and VC firm from ground up.
“So he carried me away in the spirit into the wilderness: and I saw a woman sit upon a scarlet coloured beast, full of names of blasphemy, having seven heads and ten horns.”>The first guest on The Twenty Minute VC was Guy Kawasaki, Apple’s former chief evangelist.
>Apple’s former chief evangelist.
>chief evangelist.
The fuck is that shit? The hell is wrong with these people?
The Bri’ish elite have been LARPing as the working class for decades and this Stebbings faggot is no exception. Yeah, some random nigga making a podcast about venture capital resulted in someone willing to give this kid hundreds of millions of dollars. It’s just that easy!re: Harry Stebbings
I saw a video about how millionaires pretend to be poor to sound relatable, this is definitely no exception.
The irrational exuberance surrounding AI is the fantasy that white collar labor can be slashed to the bone. Every heccin’ c-suite imagines them telling a prompt to put together whatever complex analyses they want, hit the easy button, and then they can lay off their staff of analysts, programmers, and engineers.Just admit that you were a retard about A.I.
Text from LinkedIn post below
Multimillionaire musician Will.i.am says work-life balance is for people ‘working on someone else’s dream’ and not for visionaries—he grinds from 5-to-9 after his 9-to-5
Orianna Rosa Royle
Sun, March 23, 2025 at 2:00 AM PDT
5 min read
Will.i.am is busy. When he’s not writing hit songs like “OMG” for Usher, he’s looking for the next big pop star on The Voice UK, or running his new AI company, FYI. So how exactly does he balance it all?
- It’s not just Gen Z and millennials on TikTok who are raving about the 5-to-9 after their 9-to-5. Black Eyed Peas’ Will.i.am is also a fan of the productivity hack. He says it’s the secret to getting his creative juices flowing, as well as ditching work-life balance.
The Grammy Award–winning artist turned tech entrepreneur revealed to Fortune that he maxes out the 5-to-9 after the daily grind of his 9-to-5, and he advises Gen Zers to forget about work-life balance if they want to emulate his success.
nah that hustle retardery actually does make sense when you're self-employed or own the company. Do this crazy grind shit if you're a popstar or rapid prototyping lab owner. William is setting a good example for kids in the age of zero job security and zero respect from your employer. Only work for yourself if you're going to do the 24 hour work day.
i don't know how that even works out well for the companies in the end when cutting those jobs would also imply cutting out of the consumer econnomy a big chunk of the people who would be costumers for the slop the companies make. I hope their top indian talent finds a way to get the AI to buy its own products when everyone is out of a job and can barely afford to live.They just want a big easy button they can press and then fire all their accountants, analysts, and engineer
It's a sales manager for a specific product (or service) line. You can't just call sales managers sales managers the same way you can't just call secretaries secretaries, we've evolved beyond those primitive forms.>The first guest on The Twenty Minute VC was Guy Kawasaki, Apple’s former chief evangelist.
>Apple’s former chief evangelist.
>chief evangelist.
The fuck is that shit? The hell is wrong with these people?
It’s all short sighted myopic thinking. They don’t care what the implications are about getting rid of white collar labor at a societywide level, they just know that if they do it, their stock price will surge and they’ll get a fat bonus for doing so. If that easy button doesn’t turn out the way they hoped, they plan to be long gone by then. Then a private equity firm can scoop up their assets for pennies on the dollar, funded via debt, and the business is responsible for paying off that debt plus the private equity fees that get tacked on because the PE firm needs their fat bonuses too. That PE firm wants a 15% return, even though historically the company never went higher than 12%. So that means more layoffs, no O&M investment, and using cheaper materials.i don't know how that even works out well for the companies in the end when cutting those jobs would also imply cutting out of the consumer econnomy a big chunk of the people who would be costumers for the slop the companies make. I hope their top indian talent finds a way to get the AI to buy its own products when everyone is out of a job and can barely afford to live.
the biggest cope is that they will offset the damage with UBI and more wellfare, so printing more fake money and burdening the workforce that still stays productive and has a job with more taxes to subsidize laid off people buying slop made with AI so the economy doesn't crash. Sounds like fun times, only a little stir up before we live in star trek. The next bubble is gonna be quantum computing and i'll bet they'll promise real AGI and replicators by then.It’s all short sighted myopic thinking. They don’t care what the implications are about getting rid of white collar labor at a societywide level, they just know that if they do it, their stock price will surge and they’ll get a fat bonus for doing so. If that easy button doesn’t turn out the way they hoped, they plan to be long gone by then. Then a private equity firm can scoop up their assets for pennies on the dollar, funded via debt, and the business is responsible for paying off that debt plus the private equity fees that get tacked on because the PE firm needs their fat bonuses too. That PE firm wants a 15% return, even though historically the company never went higher than 12%. So that means more layoffs, no O&M investment, and using cheaper materials.