저자: 미상 · 외국인
요약 보기
켄 그리핀(Citadel)이 AI를 버블이라고 '거의 확실하다'고 언급. 닷컴 버블과 비교하며 살아남는 소수 기업만 승자가 된다는 논지. 현재는 실적 증가로 밸류에이션이 낮아지는 중이라 아직 버블 단계가 아니라는 의견. S&P500 상승, 이익 상향 조정 언급.
다듬은 글
Buying and selling mutual funds is easy, no need to open multiple apps. Download the Finomina app and start investing now. This is a key reason we've been discussing constantly lately. So, investment in AI is one factor driving inflation forward. The latest number of people who have spoken out has increased.
Just a heads-up, Ken Griffin from Citadel has spoken out about the AI bubble. He said it's "almost certainly" certain that we are now... We're currently in a situation where AI is like a bubble, or so they say. Many companies are still in the process of planning and securing their budgets. There are concerns about its application in AI and the potential economic impact it will have.
The outlook for AI sustainability has seen an increase this week. There are concerns that large-scale investment in AI will take longer than expected. It's going to be paused for a while, and it will take some time. It takes a long time to see profits or an increase in productivity. My partner also said that businesses in the United States will...
The creation of value from AI models remains unequal, with every company striving to find it. There are ways to generate revenue and benefit from AI, but only a few companies will actually become the leaders. He 's a winner in this industry, and he is. This issue has been compared to... The bubble incident on .com refers to the fact that...
Economic changes that are transforming. A major transformation or change. Technology often comes hand-in-hand with bubbles, and the lesson is, let's compare that... The current situation with .com... well... Many business models are quite fanciful. But in the end, there will only be a few. How many companies survived and overcame the crisis?
The bubbles on y.com have arrived and will eventually become... He will be the market leader for many decades to come. He said he regrets that he used to. He made a mistake at the time; he didn't keep Amazon shares in his portfolio and sold them earlier. Before Amazon became what it is today, it has been proven that it grew through the .com era.
And no matter how great it was, it wasn't... That means he was completely right before. Yes, earlier this year at the Davos conference, the World Economic Forum criticized AI as nonsense, but ultimately... Now they've come out and changed their minds, saying that AI can do more than they initially thought or estimated.
Yes, I can answer that, P'Yok. Okay. Uh, it's Griffin, the godfather. Hi, it's Funsidell. You have to listen to what the speaker says, but... As you, P'ap, said regarding timing, there will be right and wrong answers. Or something like that, right? It's just a normal thing. Everyone, yes, but I think I gave, uh, uh, a perspective.
Add this. Mr. Kengiff might have compared it to "Bubble" or something, and I think we should make a comparison. Today, it's like I'm trying to look back at the past. Some might say, even though they might not be the best representatives, but Bubble... if anyone was old enough to remember it... This is the internet era, right?
The model you folded must have been born in time; you folded it. If you're far away from me, connect the modem first, but connect it anyway. You need to top up your balance and then continue using the audio. The telephone will have a very, classic sound. Okay, so back then, the internet... Slowly enough, the browser we're using now isn't Chrome, it's not what it is these days.
What is it? Ah, Opera, it's Netscape. And this Bubble, if we mark it, let's call it an IPO, an IPO stock, which is like, I'd say, a milestone, a crucial point marking the beginning of the era of... BoomEra.com was originally Netscap stock. The browser icon is an old-school style; that was around 1995.
Then the .com boom happened – everything was .com: pet.com, car.com. People were registering domains like crazy and bidding for them. Super expensive protection. Ultimately, the bubble burst in 2000, and as Ken Griffin said, many stocks disappeared. Only a few survived, like Amazon and Microsoft. Those were the ones that survived.
And a lot of people died, you know. But I just wanted to say that it was the years '95-2000. It took time. The bubble took a while to break during that period. Wow, that's a fun time for reunions! Yes, it will be a period that generates returns. Okay, I think, well, blowing bubbles is part of it. But what should we call the point of the...
(unclear/inappropriate) The point that makes complete illogical or is worrying. For us, it's still not... uh... not yet. Right up to that point, because what did that mean? Just now, if it were '95, we might say, "This is n't 2,000, this isn't the year 2000. It's somewhere in between, because at that time..." Right now, it's still a period where stocks are going up, and the S&P 500 is rising (let's use the S&P 500 as a representative index).
Yes, profits have gone up. Both the upward revision of estimates and the growth forecast have increased. It's growing between years, so the valuation is going down. Therefore, we think that if it continues at this level... We probably wouldn't want to call it that yet. Wow, that bubble is so baseless, it's a bubble that...
It's being driven by strong profits, therefore... What we need to follow are the traces. The growth in profits remains strong. Was this what the market expected? The next news story, about SpaceX, will provide some clues. One thing we felt was, what should we call it? Seeing the numbers in the news made us feel relieved.
Regarding the developments in AI, let's start the day with a Morning Bref summarizing the important news so you don't miss any investment opportunities. Ja.
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