11 Comments
User's avatar
Paul Parker's avatar

So we've just come to some fairly dramatic conclusions here, correct?

Does anyone want to offer an opposing perspective? Does anyone see any significant holes in his arguments or in his thesis? (Many thinks to dyb5785 for his framework- and AI-based analyis and elucidation.)

Devansh's avatar

Part 2 will also discuss counters to the thesis. Coming soon

William Meller's avatar

I loved the depth you brought to this topic. But reading it, I kept wondering... It seems like the big players will have no choice but to jump early or risk being locked out of viable supply chains. But how does a midsize company even plan for that?

Devansh's avatar

There's a lot of moving parts in the value chain. The midsize firms can quickly establish themselves to serve specialized cases there.

Oldman's avatar

I am absolutely not a greedy person looking to exploit other people’s expertise to get money for free.

But hypothetically if I was, can you tell me where would you advise me where to exactly to invest my money given the information provided in this article?

Devansh's avatar

I know nothing about what kind of investments you want to make, goals etc. My recommendation is to load this into GPT/any LLM that knows more about your goals and go from there.

User's avatar
Comment deleted
Jun 30, 2025
Comment deleted
Devansh's avatar

Thank you for this. Are you sharing it with anyione?

User's avatar
Comment deleted
Jun 30, 2025
Comment deleted
Devansh's avatar

I saw. It was quite well done. I wanted to know if there was a story behind it

User's avatar
Comment deleted
Jun 30, 2025Edited
Comment deleted
Devansh's avatar

You share that with Karp. I think he’d really like that you created a frmaework from his work

User's avatar
Comment deleted
Jun 30, 2025
Comment deleted