I’m bearish on generative AI. It’s going to be very, very good for Nvidia, but I’m not sure how much the current state of LLMs is going to change state of modern business. Every problem is a people problem, the technology tends to be the easy part for most businesses. Until ChatGPT can truly understand people I do not think it will make significant inroads into our daily lives at work. You can also get so far with generative bullshit.