AI's Investment Implications

[hanera]

In Nov 2017…

@hanera

AI is definitely here, why is wuqijun not impressed? I knew about AI since college days, like 30+ years ago, current AI is very much improved. Although most jokers so called AI is fancy stats program, wuqijun is probably referring to those. However, is impossible to guess who are the biggest winners… could be my son’s yet to startup… the biggest AI companies should have market cap over $1T… market cap of biggest companies always bigger than previous gen biggest.

NVDA is over $1T already.

In Sep 2017…

@manch

AI is the enabling layer, like the web 20 years ago. We should see some new companies emerge from this new wave. Hopefully it’s not the same old guys from 20 years ago…

Apple’s A11 has a “neural engine”, so it’s doing the model training on device.

Realize that edge AI is the future yet hesitate to buy AAPL. SMH.
Wondering Aloud: Did @manch invest in the end-point cybersecurity stock, CRWD?