The thesis has been basically right in the last 18 months, and still holds. I think the only way one could have done better than this investing would be taking on concentrated positions on AI stocks. Now, the case for options might be even stronger given the possibility of being in an AI bubble, as you’re protected to the downside and options are still fairly cheap (VIX is 17 as I write this).
With recent events like Nvidia’s political influence and the AI super PAC, it’s also looking more likely that we’re heading to a capitalistic future where post-singularity wealth matters for influence. I take this seriously enough that I’ve been curtailing consumption now to hopefully buy a small galaxy later, or whatever it ends up buying.
The thesis has been basically right in the last 18 months, and still holds. I think the only way one could have done better than this investing would be taking on concentrated positions on AI stocks. Now, the case for options might be even stronger given the possibility of being in an AI bubble, as you’re protected to the downside and options are still fairly cheap (VIX is 17 as I write this).
With recent events like Nvidia’s political influence and the AI super PAC, it’s also looking more likely that we’re heading to a capitalistic future where post-singularity wealth matters for influence. I take this seriously enough that I’ve been curtailing consumption now to hopefully buy a small galaxy later, or whatever it ends up buying.