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By humans which is the point made by Mr. Tao. AI has a use case it’s not the AGI we are all hoping for
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Agreed.... still very much revolutionary though, IMO. I don't see a slowdown to AI demand. Question for stocks is whether the growth is priced in or not, and whether it's overly priced in or by not enough.
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The stock market is way overvalued but that’s just the population trying to protect its purchasing power.
I bet you at least 50% of AI investors don’t care about the tech they just want the growth.
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Harder for me to comment on that, but even if AI isn't able to make progress on frontier questions, they should streamline a lot of the other work (even stuff like finding and synthesizing other peoples' research), that it should significantly accelerate math development, IMO.