“The biggest risk is commoditization for these Frontier AI companies. … Name a single technology ever that hasn't been deflationary. … Eventually, supply is going to outstrip demand. These companies need commoditization to happen slower than scale coming online.”
sputnikintelligence.com
After discussing Anthropic's S-1 and its huge compute commitments, the host asked how to weigh opportunity against skepticism given how much of the market rides on a few AI labs. Jason names commoditization as the main risk.
…you understand are solid as those retracements come and participate in this coming together of so many different pieces of technology that have been developed since the 1950s post-war. It's pretty incredible in that sense. But yeah, start with skepticism, especially on the individual company level.
Jason, how do you think about that opportunity versus skepticism?
The biggest risk is commoditization for these Frontier AI companies. The experts are saying that token prices are going to keep rising. Name a single technology ever that hasn't been deflationary. It's eventually going to be the same time. The supply side has been the key. Eventually, supply is going to outstrip demand. These companies need commoditization to happen slower than scale coming online.
When we come back, we're going to talk about some potential acquisitions. You're listening to Montley Fool of Hidden Gems Investing.
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