AI is eating Google's biggest money printer. But does that make the AI labs the obvious investment? @TrustlessState sees a familiar problem: “It reminds me of the L1 trade where there's just too many.” “There's no second best for SpaceX. That's just not true with the AI labs.” “We don't even know if the revenues are durable for these AI frontier labs.” “That might not be where value gets captured.”
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