Artificial intelligence is considered an economic upheaval of historical dimensions. Why the comparison with the dotcom bubble is lagging and which shares are now interesting.
• AI is facing great development
• Comparison with Dotcom bubble inappropriate
• Experts are AI-optimistic
Artificial intelligence is not a short -lived fashion – it is viewed as an economic turning point, comparable to the introduction of electricity or the Internet. While some observers suspect a bubble in the current market dynamics, experts such as Cody Willard and Bryce Smith emphasize of 10,000 Days Capital Management in a contribution to “Marketwatch”: the development goes far beyond speculation. In fact, it is about a fundamental redesign of business, work and everyday life.
The current AI boom remind some investors to the internet bubbles of the early 2000s – but there are decisive differences. In contrast to many of the Dotcom companies at the time, today’s AI pioneers would have massive infrastructure, scalable products and clear business models. Companies such as Alphabet, Apple, Amazon or Meta invest double-digit billions of billions in powerful AI platforms.
AI high?
According to Willard and Smith, the accusation that KI has not yet produced any relevant applications is just as inaccurate as the mockery on the slow internet in 1996. AI systems would already be behind Netflix recommendations, TikTok feeds and the efficiency of modern supply chains, according to the experts. But that was the beginning: autonomous doctors, humanoid robots, virtual interlocutors or AI -based corporate management – all of this is within reach.
The current situation is reminiscent of the beginnings of the App Stores. At that time, nobody could have guessed that one day this would result in markets for carpools, dating, food delivery or global e-commerce. Today AI is the platform on which a similar wave of innovation could develop. Developers flow in – the possible uses could explode accordingly.
From llms to Labor market: AI changes everything
According to the authors, critics who dismiss large voice models such as Chatgpt or Claude as a “intelligent auto correction” overlooked the real potential. LLMS develop quickly – towards autonomous agents who plan, coordinate tasks and make complex decisions. The large tech companies do not only build tools, but entire ecosystems.
According to the experts, the AI revolution is also concerned that an economic downturn could brake the AI revolution. On the contrary: companies would increasingly rely on automation, especially in uncertain times to reduce costs. The productivity gains by AI are again so significant that investments continue to run even in difficult market phases – or even accelerated.
The fear of mass unemployment by AI is unfounded, argument Willard and Smith in the “Marketwatch” contribution. Technological progress has changed work processes in the past, but has never destroyed permanent employment. Instead, new professions would arise, while old tasks would be done more efficiently. AI will automate tedious activities – and at the same time facilitate access to services, which should increase the demand as a whole.
The experts use an example to show: If a service through AI becomes ten times cheaper, demand increases exponentially. Just as air travel or automobiles once became mass product due to technical innovations from luxury goods, Ki could ensure that high -quality education, medical advice or software development become affordable for many.
According to Willard and Smith, artificial intelligence and robotics will not be a threat, but a complement to human skills. The working world of the future will not be dominated by machines, but by people who coordinate, monitor and use intelligent systems. The next “Apple” and “Amazons” would just be created.
Editor finance.net
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