Part 8/10:
The race for AI supremacy is intense and uncertain. Elon Musk’s XAI and Tesla are noted for their rapid execution, but competitors are formidable, with deep pockets and strong research programs. This environment presents both opportunity and risk: capital is flowing into infrastructure, but many of these ventures are still burning capital—meaning the path to profitability remains uncertain.
Gersonner advises cautious optimism. For investors, the key is identifying those companies with technological advantages, robust supply chains, and strategic positioning in AI hardware, algorithms, and data access. While Nvidia appears especially promising, others such as Palantir and AMD might also benefit as the ecosystem matures.