Alex's Personal Blog • 65 implied HN points • 04 Nov 24
- Investors are concerned that big tech companies are spending too much on AI. They worry this spending could hurt returns in the future.
- Despite the worries, some tech companies, like Microsoft, are showing that AI investments can lead to real revenue growth. This suggests that not all spending is bad.
- These concerns are similar to past worries about other tech trends, like NFTs. Investors might be too quick to dismiss the potential benefits of tech advancements.