Everything is becoming a k-curve Things AI-enabled / AI-levered are up and to the right; things disrupted by AI are trending down Happening across all types of markets - public companies, private capital allocation, labor markets, and more

John Arnold
@johnarnold
02-13
Everyone deep in tech or finance is in full freakout mode over the pace of AI progress over past two months. Own index funds and you barely notice, but specific sectors are exploding (digital & power infrastructure), while anything related to a human behind a desk is plummetting.
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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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