The era of buying any stock with "AI" in its press release is officially over.
Investors who survive and thrive in this next phase will be those who stop paying premium multiples for future promises. They would start accumulating deep value infrastructure companies with proven real time cash flow generation.
Open AI's delayed IPO exposes the hard truth that commercialising massive closed source LLMs is a capital intensive, low margin battle.
In contrast, companies like $Alphabet(GOOG)$ and $Meta Platforms, Inc.(META)$ that use existing AI models to immediately supercharge their core advertising loops or enterprise workflows are already generating massive recurring free cash flow.
These are the companies I would invest.
Thank you Ross Dong for your valuable insights.
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