- AI is eating search, SaaS, and startups
- 1M+ tech workers laid off since 2023 bc of AI
- Yet AI is a bubble that just popped
Most uncertain time in my 20-year tech career.
My take:
There's no way to win during AI buildout.
Plus 1M+ tech job layoffs since 2023.
$GOOG and $NOW plunge because AI is eating core business.
All other AI stocks and neoclouds are down because there's an AI bubble.
My take:
