My two cents as someone who’s pursuing a PhD in AI and has witnessed the hype cycles around various Silicon Valley terminologies for almost 10 years now: You’re much better off asking about any new technology and its potential impact on society and businesses to the researchers who have spent multiple decades on developing that technology, rather than asking and forming opinions on random intellectual takes made available on the web.
For example, Book-to-Movie-LLMs are atleast 5-10 years away at best (if you expect the generated movie to look good enough that the people care to watch it). We can barely generate 2-3 seconds of decent (not particularly good looking) video content based on textual prompts today.
I cannot agree more with the Phantom management that this technology is in its baby stages. I’m not even sure I’d be holding Phantom for 5-10 years; this AI threat is too out in the future.
Disc: Invested and biased (position size: 30% of portfolio). Might sell anytime.
Subscribe To Our Free Newsletter |