‘It’s End of Year Jitters’: Allspring’s Patel Not Worried About AI Stocks – bloomberg-technology

In the video, Allspring’s Patel expresses a calm outlook on AI and tech stocks despite recent market jitters. He acknowledges that while there are some short-term uncertainties and delayed revenue recognition, the long-term trends in the technology sector remain strong. Patel highlights Broadcom’s solid financial performance as an example and attributes recent market nervousness more […]

Dwarkesh Patel is WRONG about AGI! – agi

The video argues that Dwarkesh Patel’s binary view of AGI overlooks the complex organizational and operational challenges that slow AI adoption in enterprises, emphasizing that the current bottleneck is not technology but institutional inertia, compliance, and security requirements. It concludes that AI’s economic impact will grow gradually as enterprises build the necessary infrastructure and governance […]