AI Hits 'Mania' Phase
Artificial intelligence ('AI') is everything, everywhere, all at once, and it's happened so fast that it's hard to keep up...
In writing these missives, I always worry about crossing the line between adding value versus contributing to the noise.
It was easy “in the old days,” when there was no social media, and daily “newspaper columns” I wrote were about as noisy as things got.
Now the last thing anybody needs is just one more person telling them something they already know.
But as they used to teach in journalism school, no question is a stupid question because if you’re asking it, somebody else is probably thinking it. The same goes for overly hyped and discussed investment themes…
Which gets us to AI...
Nobody is more sick of reading about it, let alone writing about it, than I am. And silly me, I thought we had hit peak AI – you know, that point where nobody wanted to hear about it anymore – a few months ago.
But here we are. We've reached the point…