처음 주식에 입문하며 보는 AI에 대한 제 생각🤖

sir, please just pull up to the 2nd window.

It’s funny to me how little people know about AI yet how confident they are to say it will fail. Enterprise use of it is already happening at a huge level but people here are like “ChatGPT just isn’t as cool as everyone says. Bubble is going to pop!” as if chat bot AI is the main use case for all AI across the board.

Just put the fries in the bag, bro.

just VTI and sleep bro. why complicate things?

Bahaha I’m gonna save this post and come back to it in 12 months

Energy and hardware estimates for AI are overblown. Same thing happened in the tech bubble. Panic to get ahead and then requirements and tech advanced to something different.

If you’re so convinced that AI will be a bust, then you should continue sitting on the sidelines.

TLDR or gtfo

> I wanted to invest and DCA into a broad ETF for peace of mind, but they all are balls deep into US stocks, which is neck deep into AI stocks

Point of going with a broad based index such as SP500 is you don't have to know or guess which companies will succeed and which technologies will emerge. The winners get rolled into the index, and the losers get booted out.

SP500 cumulatively has over $2t in profits and $500b in cash dividends paid each year. Those numbers have trended up over time, which is why the index has also increased over time. The large majority of those figures is not from AI, so you have a great misunderstanding of what your investment would be in.

Not all ai is language. Think autonomous drones, cars, trucks, missiles, chefs, factory workers, accountants, soldiers, police officers, maids, butlers. And with language all the white collar jobs it will eventually be able to do autonomously as well as teachers, counselors, some nursing and surgeon jobs, salespeople etc

Once they start improving themselves and then thinking for themselves we are talking advancements in tech and materials and outer space exploration. Just imagine 50years from now where ai will be . The problems it will solve and will create too. But cures it will discover. Match that with humanoid robots.

Lmao. Toddler

That's me a few years ago. I didn't see chatbots as having long-term financial success and so when everything AI was soaring due to LLM, I felt that the market is in a bubble. But things have developed so fast within a few years. AI is actually doing productive work.

The 3D animations coming out made entirely with AI is good. It still has issues like incoherence across frames and lack of physical awareness but it's totally watchable and *enjoyable*. I'm also able to hack game save files with the help of Claude, whereas I would have given up without their guidance. They're not always correct, but they are able to tell me the approach for me to figure out myself, because they have the vast knowledge and "understanding" that I don't have.

You can wait, but if agentic workflow does become a reality and *if* robotics and autonomous driving comes to fruition, you'll be very late. The main thing AI enables is convenience. I have been able to research stocks at way higher efficiency using AI. They are like a springboard for ideas and they structure it for me that makes it easier for me to see big pictures. Want to know what a new company is about and its competitors? Ask Gemini and it'll give you a pretty good overall picture, that I can then go down a rabbit hole, checking sources as needed. It is much more efficient than me Googling the company, going over its webpage, then trying to find out who the competitors are by Googling 'xxx competitors', etc...

I might be a sign that it's market top though, lol.