No link to the original research note. No real details on the methodology used. A few notes on the well-known lack of an AI business model (similar things were said about search in the late 90's).
I just don't see how the broader market is exposed to an AI crash in the way it was exposed to subprime loans. If OpenAI goes belly up is it really taking anyone else down with it?
I just don't see how the broader market is exposed to an AI crash in the way it was exposed to subprime loans. If OpenAI goes belly up is it really taking anyone else down with it?