This bubble seems different though, as AI seems to be poised to augment capabilities of existing companies vs generating another Google or Tesla.
Where to invest then? Will AI just make bigger companies bigger or are there clear opportunities for startups or smaller companies to rapidly grow?
Any unicorns or will all the benefits be realized at FAANG level companies?
People have been speculating on the companies (tickers), AI, SOUN, and BBAI, but I don’t know enough about them.
Nvidia has been a winner but with a P/E of almost 150, it’s very expensive.
There's opportunities for big and small. AI democratizes itself to everyone, it's very egalitarian and equal opportunity.