115 sats \ 0 replies \ @grayruby 3 Jun \ parent \ on: Nic Carter: the NVDA rally is unnerving, and not because of AI safety fears econ
I think AI will be big but I don’t know how long it takes to play out. I am not in the camp AI is going to add 2-4 points to gdp for the next ten years and get indebted nations out of their debt spirals. I think it takes longer to play out. I do think it will be a boon to gdp but we has a ways to go and much regulatory pressure between now and then.