Remix.run Logo
cgg23 2 hours ago

THere's interest to hold it for diversification reasons but the reality is investors are not stupid. Look at the basket-case recent IPOs: Figma and Klarna.

Many are skeptical of LLMs and how large of an impact they will have in the long-term. Nvidia's stock performance YTD is an example of that, despite the good news being pushed forward.

People want to start seeing customers of OAI, Nvidia et al start generating incremental accounting profits from LLM-specific projects, let alone economic profits.