Market Update + How Jensen Huang and Mark Zuckerberg See The Future of AI and VR/AR
Spoiler: We're looking at a world where billions of people walk around with AI-enabled smart glasses on their heads, and every company has its own custom AI agent, just like every company has its own website today.
Bryce again. Markets, and semiconductors, in particular, are getting ugly again today. We've been pretty cautious and have expressed concern with the valuations of a lot of the semis like $AMD, Broadcom ($AVGO), SiTime ($SITM), and others for some time now (examples here, here, and here). We're mostly sitting tight today as we're still cautious with respect to the broader markets.
