Wednesday, March 11, 2026

Maybe the AI industry is waking up, at long last

From the tweet:

This tells you everything about how the smart money is actually modeling AI’s future. They’re not pricing AMI on a revenue multiple. They’re pricing it on the probability that LLMs hit a ceiling. And if you look at the investor list, Nvidia, Samsung, Toyota Ventures, Dassault, Sea, these are companies that need AI to understand physics, geometry, and force dynamics. 

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