This explains why physical AI companies (like Tesla) look significantly undervalued, while digital AI firms—especially bolt-ons to ChatGPT, Grok, etc.—seem likely overvalued
You are viewing a single comment's thread from:
This explains why physical AI companies (like Tesla) look significantly undervalued, while digital AI firms—especially bolt-ons to ChatGPT, Grok, etc.—seem likely overvalued