Subject: Re: Google cloud contributes to IV10/price
Nice post, thanks!

I have this theory or at least suspicion, that it is going to be really hard to NOT make money in AI. My theory is that the demand for AI is so high and is growing so fast, that very plausibly the top 5 performers in this area will ALL make money.

So then the biggest risk is NOT being invested in AI.

Or am I just drinking more than my share of Kool-Aid?

R:/