Happy Good Friday!
POTUS says, “Let’s add a Chief AI Officer to every federal agency.” You know what that means? If the government, which is already a slow-moving mammoth, acknowledges the emergence of AI and pushes for its adoption, then if your company doesn’t have trusted AI advisors or Chief AI Officers on your board, it’s time to consider changing the ship!
Some have asked me what to invest in regarding AI, and my answer is that it depends on 1) your risk appetite, and 2) your ability to navigate through noise.
If you want to avoid the latter, you should consider NVIDIA, and it could easily triple (disclaimer: I’m a shareholder and not a financial advisor). If you possess the gift of navigating the latter, you know it’s very complicated and cumbersome to conduct due diligence on AI. It’s only getting noisier and harder to find the real gems. I’ve seen some friends already making mistakes and basing decisions on FOMO or following popular brands. AI is fundamentally different from software; its go-to-market strategy is different and requires a new perspective on product positioning. Positioning a novel AI tool is challenging and requires an open mind and curiosity to explore. Once you figure that out, the opportunity will be exponentially larger, just look at OpenAI. Sam Altman brought exponential value for Microsoft helping it to crash the competition and pass 3 trillion dollars market cap. That was a beautiful win-win game between Open AI and Microsoft leadership and a well-crafted incentive alignment.
Have you seen any undiscovered gems?
