From Mahan Tavakoli speaking with David Gardner on the podcast Rule Breaking Investing:
Ai will disseminate the world wide web. World Wide Web democratized information acces, AI will democratize understanding of information
We will see multi billion, trillion dollar companies with only half a dozen or at most a dozen employees.
My main questions are currently:
- How will the AI supply chain look like, especially where will computation occur (local, edge, cloud) and where / how will value be captured?
- Big question: what are AI native companies?
- AI seems to lift up lower and middle performers by a lot and high performers only by a little. (Note to myself: Link the study.) Will that persist? How will that effect the (job) market?