Valuation Dilemmas
The discussion highlights the evolving landscape of AI and its implications for valuation, particularly in the chip and energy sectors. With rapid advancements, large language models may soon become commoditized, raising questions about their true worth and the competitive landscape. The ease of creating competitive models suggests a potential shift in how businesses assess their value and defensibility in the market.In this clip
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Prof G Markets
LA Fires, Trump Trades, TikTok, and Legacy Media’s Fate — ft. Andrew Ross Sorkin | Prof G Markets
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