Sagar
๐ค SpeakerAppearances Over Time
Podcast Appearances
So if I can do this, think about in five years from now, what the technology will come down to.
And I even instructed it.
I was like, give me a step-by-step instructions, how to do this.
I have no technical background.
Yeah.
Yeah, and remember, everything you're saying is not tomorrow, but the whole point of stock is about future value.
The whole idea is about its potential for earnings.
That's why you buy in at this moment.
And when you see some of the downside, especially for IBM, or let's put E5, for example, up there on the screen.
OpenAI just cut a deal.
with McKinsey, BCG, and Accenture specifically to accelerate AI adoption.
I don't even know why those groups would sign the deal, because it's basically just a lease on life for them, because they themselves are gonna be irrelevant once AI is actually able to automate so much of this fake consulting work, which is like the backbone of the white collar industry.
I mean, on the stocks case, the only thing that made me wonder
is their core contention was that the market is going to be down significantly in a few years.
But the point about radical disruption is that the values, let's say, of IBM, McKinsey, and all of that will eventually just get rolled up into these super companies like OpenAI, Google, Meta, and others.
So the overall value of the market itself might actually increase.
But the danger is that it's going to get rolled up into already existing big tech giants and
And single points of failure for our whole economy.
Like if you think we live in an oligarchy now, like you have no idea what it's going to look like.
Think about it.