To be honest I have a contrarian view on this AI hype similar to what Aswath Damodaran pointed out in a recent video: AI Winners, Losers and Wannabes: Valuing AI’s Boost to NVIDIA’s Value! – YouTube
As it becomes easier for end users to leverage these AI tools the major winners on the margin front will be the providers of these AI tools not the consumers. The consumers will just end up fighting for margins with their competitors who will also now be equally capable to utilize these tools as the recent developments on the AI front have made it easier to use it for an end consumer. So using an AI tool doesn’t give its consumer a competitive edge as the friction for their competitors to utilize the same tools has decreased. This might still take some time to play out though and might be irrelevant for the current fundamentals of the business.
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