The reason why going AI-first company

Travis Hoium
05-01

I think a lot of companies (maybe most) think like this.

But saying you’re “AI-first” and being AI-native are two different things.

I fear a lot of companies burning bridges to a brighter future where they still don’t have an advantage.

The more I invest, the more I am convinced the perfect level of stock research is far shallower than most people think.

If you know specifics about contracts, do channel checks, build models, you're too deep.

See the forest. It will lead to simpler & better decisions.

Keep in mind:

Bear Stearns failed in March 2008 when unemployment was 5.1%

Lehman Brothers Failed in September 2008 when unemployment was 6.1%

The stock market bottomed in March 2009

Unemployment peaked in October 2009

There's a lag between the catalyst and the outcome.

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