These are some valuable ideas, thanks! Do you also see any opportunity for long positions? I.e. are there companies/industries that will actually benefit from AI failing?
I don’t have any immediate ideas on long positions—the AI winter isn’t AI failing per se, right? It’s just that we stop making progress so we’re stuck where we are.
Maybe something like Doordash? They filed for an IPO recently, and if you think autonomous robots aren’t going to drive down the cost of logistics then last-mile logistics companies might be underpriced. I have much less confidence in this kind of trade though.
These are some valuable ideas, thanks! Do you also see any opportunity for long positions? I.e. are there companies/industries that will actually benefit from AI failing?
I don’t have any immediate ideas on long positions—the AI winter isn’t AI failing per se, right? It’s just that we stop making progress so we’re stuck where we are.
Maybe something like Doordash? They filed for an IPO recently, and if you think autonomous robots aren’t going to drive down the cost of logistics then last-mile logistics companies might be underpriced. I have much less confidence in this kind of trade though.