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Gavin Baker: "The Magnificent 7 ( Apple, Microsoft, Google, Amazon, NVIDIA, Meta, Tesla ) - today priced at $10-12 trillion, will for sure go to $50-100 trillion. But one or two of those companies will go extinct " this is him on which AI companies will survive, Elon Musk's... predictions - and where the safest money will be made "Google, Meta, and xAI - the only foundation-model companies at the application layer that will have enterprise value in five years" when AI could surpass all of humanity: "Elon predicted three years - I think five years is a reasonably safe prediction." "There’s for sure FOMO. Our job as investors is not to give in to FOMO. If you gave in to FOMO in 2021, you went all in on crypto and application SaaS... Application SaaS, I think, is done." "The leading labs in America have very effectively weaponized fear of China moving ahead of America. So there’s going to be no regulation - for better or worse." bookmark & watch - read article below ↓show more

bodila

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376,049 views • 4 days ago •via X (Twitter)

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12 Comments

TenFive4 days ago

US is currently in a real standoff with China

bodila4 days ago

In some respects, the US cannot compete with China, just as China cannot compete with the US...

TenFive4 days ago

in many ways, their struggle is equal to their cooperation

Phil Trubey4 days ago

Love listening to Gavin Baker, but this video is about a year old.

codila4 days ago

what a great takes by Gavin ! he literally said what you should buy, booked bro

bodila4 days ago

Yes, Baker proves his points not with words, but with actions so it's worth listening to him, just as it is to Mask

Korens4 days ago

saved

bodila4 days ago

watch as soon as possible!

AI Mastery Guide4 days ago

which two go extinct though

Matica 🟦(❖,❖)🚢4 days ago

Picking which two go under is the hard part, Tesla would be my guess

Jonathan Sandhu4 days ago

Great job.

Tim4 days ago

I'm sure he's not talking his book, right ?

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Thought this was incredibly insightful from Sundar. Too many people are trying to figure out what the world looks like 10 years from now, while AI is moving at a pace that makes the next year itself feel so exciting Sundar Pichai (CEO of Google): "I think you can paralyze yourself thinking 10 years ahead, but we are fortunate to be in a moment where you can think a year ahead and the curve is so steep It’s exciting to just do that year ahead. Whereas in the past, you may need to sit and envision five years out. The models are going to be dramatically different in a year’s time." A lot of the same applies to investing. In a world that is so uncertain, trying to predict what valuation will be in 10 years is not a helpful exercise Instead, you should try to think about what AI capabilities will exist next year and how that impacts the companies you allocate capital towards Exciting times to live in

Thought this was incredibly insightful from Sundar. Too many people are trying to figure out what the world looks like 10 years from now, while AI is moving at a pace that makes the next year itself feel so exciting Sundar Pichai (CEO of Google): "I think you can paralyze yourself thinking 10 years ahead, but we are fortunate to be in a moment where you can think a year ahead and the curve is so steep It’s exciting to just do that year ahead. Whereas in the past, you may need to sit and envision five years out. The models are going to be dramatically different in a year’s time." A lot of the same applies to investing. In a world that is so uncertain, trying to predict what valuation will be in 10 years is not a helpful exercise Instead, you should try to think about what AI capabilities will exist next year and how that impacts the companies you allocate capital towards Exciting times to live in

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