Thanks for the write-up. Your own blog is obviously largely focused on the stock market. How do you feel about the current large correction in all things AI, and how do you see the macro level playing out until ~2035? AI2040 makes mention of wild market swings the further along we get, and eventually they of course won’t matter, but I’m curious for your take given your strong previous calls with companies like Micron.
Hi Peter,
Thanks for the write-up. Your own blog is obviously largely focused on the stock market. How do you feel about the current large correction in all things AI, and how do you see the macro level playing out until ~2035? AI2040 makes mention of wild market swings the further along we get, and eventually they of course won’t matter, but I’m curious for your take given your strong previous calls with companies like Micron.