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AI seems like the real deal. I have never seen a technology so quickly and aggressively adopted in corporate america -- every ceo is horny to adopt ai, thinking it will cut costs (read that to mean: "replace you").

They did not have the same fervor for SaaS or cloud, if you recall. You needed sales people for that tech and they were compensated well bc its hard closing a multi year, potentially multi million dollar deal.

But AI needs no sales people to sell its value prop. CEOs have fully bought in. And now, even European bureaucrats, the most bureaucratic of bureaucrats, are loosing regulations. And these are the same group of people who thought cookie banners would help with privacy. Strange times.





Wait for the bubble to burst, shouldn't be long now. Bureaucrats are like C-suites, they're very susceptible to hype and trends.

I have been waiting for a bubble to burst since the dow hit 20,000.



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