“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.”

…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?

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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