AI is in its e-commerce 1998 moment

It's 1998. I'm telling you that e-commerce is the future and I have some hot stocks to sell you. Are you in? My stated investing thesis is vaguely correct, but depending on the particular stocks you could retire way early (Amazon.com) or lose your shirt in 1999 (Pets.com).

To uncritically accept my thesis is to roll the dice carelessly yet to react against my thesis is to miss opportunity. This is the sort of crossroads businesses face regarding #ArtificialIntelligence. There is over- and mis- hype out there, but this is not to say that accepting the frame of the hype and reacting against is the right path.

In this video, I examine these threads in more detail and argue the right path is to ignore the hype and figure out the hype really should be for your business and your industry.