There's really no alternative for growth in a world retreating from globalization. All this capital wants to go somewhere and get a return and they see no where to go. The physical world is too difficult to innovate in and LLMs / genAI tools are clearly useful and getting better even if they maybe are plateauing.
This isn't the peak. Who is going to sell these equities and why? Where would the money go instead and why?
There's really no alternative for growth in a world retreating from globalization. All this capital wants to go somewhere and get a return and they see no where to go. The physical world is too difficult to innovate in and LLMs / genAI tools are clearly useful and getting better even if they maybe are plateauing.
This isn't the peak. Who is going to sell these equities and why? Where would the money go instead and why?