The AI bust scenario that no one is talking about noahpinion.blog 2 points by paulpauper 11 hours ago
techblueberry 10 hours ago I think Scott Galloway presented this option, which is basically the no moat option - that it’s impossible for any company to make money from AI, because the margins are too low.
I think Scott Galloway presented this option, which is basically the no moat option - that it’s impossible for any company to make money from AI, because the margins are too low.
Heads up: The main thesis of the post is paywalled.