Nick Huber

Where does it stop before like, okay, the companies are able to put AI in place to replace employees, but the energy costs, and this is why I think for 1% of people, it could get really ugly or for the rest of the people, it could get really ugly.

Like, what about your ability to like run a dishwasher or run an air conditioner or run a heater in your house, which all require a massive amount of electricity that gets more expensive for almost everybody.

You have less money to spend on other things to make quality of life better.

So yeah, hot take, but man, I'm very bearish on AI right now.

It's the business use that you're not seeing the... I've added 15 AI tools across my portfolio.

We've canceled...

13 11 like there's some that i really like the others i'm just like really really hard to justify the cost already and they're and they're subsidized all the way down the chain you know nvidia's selling the chips they're making the bank but you know amazon cloud services they're subsidizing it all the way down to you know the actual company that's vc backed it's subsidizing the data usage to try to do the land grab so it's going to get more expensive

And I also feel it's kind of like the electric cars and self-driving with Elon Musk, how he's been promising us for 20 years that self-driving is five years away.

It's going to get harder and harder and harder and harder to continue to improve AI from here and require exponentially more energy.

So I worry about energy mostly.

Like if we had nuclear power plants all over the place, like I'd feel much different about AI.

As soon as they make a Cybertruck that doesn't look like a Cybertruck, I'm all in.

I want full self-driving.

I know how safe it is.

I'm not willing to drive a sedan because they're not safe.

Somebody T-bones me.

I have ridden in full self-driving, and it is mind-blowing.

It's mind-blowing.

I want it.

I need it.