The notion that AI is being commodified (LLMs are a commodity) is, in my opinion, the most foolish viewpoint in the capital markets of the past 25 years (perhaps the most foolish): Because intelligence can never be commodified. Could Einstein's brain be commodified? Could the ability to accelerate aging, develop room-temperature superconductivity, and advance nuclear fusion be commodified? Only those with a commodified mindset would believe that AI can be commodified.
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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