Bearish on AI Tech, Bullish on Frontier Labs: Nobody Remembers AltaVista
mjdramstead · x · 2026-10-07
mjdramstead argues you can be /acc about AI as a technology while being extremely bullish on frontier labs as businesses — nobody remembers Yahoo or AltaVista, yet companies in a hype cycle can still make fortunes even if the technology evolves past them.
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