Ryan Sean Adams

We're going to hit a top at some point.

There's going to be

A period of time where expectations are just discordant with the reality on the ground and we get way over our skis on this.

We just don't know when that's happening, right?

And when we're in it versus when we're kind of like traveling up it.

Because there's no timeline really on the axis here.

It's like, that's the unknown part is how steep is this curve?

Later stage frenzy, possible.

But who knows how long the later stage could actually last.

You know, Nate Silver has an interesting technique.

model for this in his book too he talks about each technology having kind of a different order of magnitude almost like a technical Richter scale and sometimes you have like a you know a six that might be a technology like the mobile phone or something like that maybe the internet was like a seven or an eight

Maybe AI is a nine.

We don't know.

We don't know if it's a six or a seven or an eight or a nine or how world shaking this actually could be.

And so we don't know the slope of the line.

We don't know how long the frenzy period will actually last.

Could be months, could be years.

And it all depends on what this technology is actually able to deliver.

Let's take a look at some of the data because I'm hearing different investors right now say different things.

Famously, Warren Buffett, he had some clips last week saying, you know, he's been in the market for 60 years.