Guesses how the AI craze will play out

What current AI lacks is autonomy - generative AI is a powerful tool to form digital spaces but without self-awareness or taste.

Safe investment bet assuming giant centralised AI wins is the energy sector as huge data centres need huge power. But decentral AI via local LLM inference can not be ruled out - analogy to mainframes vs personal computers (PCs won).

So Major Energy Players, rare earth miners, chip producers it is

On the other side companies that have no hardcore data moat and just a big app layer will have trouble even as platforms - so short Atlassian and co.