Freedom is the right to tell people what they do not want to hear.

  • George Orwell
  • 0 Posts
  • 10 Comments
Joined 4 days ago
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Cake day: July 17th, 2025

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  • Asking investment advice from a system that’s designed to do nothing else but generate natural sounding language based on probabilities is pretty stupid.

    That being said, what’s wrong with this answer? I think it’s more or less a good and balanced take.

    Here’s the first half of it that I left out:

    spoiler

    “AI” as an investment isn’t one thing—it’s more like a category of bets, ranging from hardware to software to services, each with wildly different risk profiles. So the honest answer is: yes, it can be a good investment—but only if you understand what you’re actually investing in.

    Here’s why that nuance matters:

    Buying Nvidia stock in 2019 was a good AI investment. Buying it now, after a 10x run-up? Much less clear—it’s priced as if they’re the sole arms dealer in a forever war.

    OpenAI, Anthropic, etc. aren’t publicly traded, so retail investors can’t buy them directly. Instead, you get exposure via companies like Microsoft, Amazon, or other backers—meaning you’re not really investing in “AI” directly, but as part of a much broader bundle.

    AI startups and ETFs are all over the place—some are thinly veiled hype vehicles chasing trends, while others are building real infrastructure (like vector databases, chip design tools, or specialized AI services). Picking the wrong one is like investing in Pets.com during the dot-com boom—it sounds techy, but the business might be garbage.

    Thematic ETFs like BOTZ or ROBO give you AI exposure but are diluted by their attempt to hedge across subsectors. They tend to underperform when compared to cherry-picking the winners.


  • I’m unable to replicate your results. I get a long and nuanced aswer. Mind sharing the answer you got?

    When I asked the same thing the conclusion was:

    So is AI a good investment? The sector has long-term potential, especially in areas like chip manufacturing, enterprise automation, and maybe foundational model licensing. But it’s also deeply speculative right now, with prices reflecting hype as much as earnings.

    If you’re thinking long-term and can stomach volatility, AI is worth including. If you’re chasing short-term returns because you think “AI is the future,” you might be buying someone else’s exit.



  • I’m pretty happy having four distinct seasons. I don’t like winter and snow at all, but I think suffering through six months of cold and darkness is exactly why the warmth and sunshine feel so damn good when summer finally comes. Also, with climate change, the climate where I live has - so far - only been getting better. I’m not saying it’s good overall, but it’s not all bad either.