- So, this is adulting by DoitDuit
- Topics
US vs China AI; and Stocks at 52W Low
While the US burns billions chasing AGI, China is weaponizing cheap AI to dominate global distribution. As tech valuations soar, AI bubble risks echo the dot-com crash. Smart investors are looking elsewhere: scooping up elite, undervalued businesses currently trading at 52-week lows. Is your portfolio prepared for what's next?
AI Inflection Point: AI Agents, Value Creation Process & Business Model
AI is rapidly evolving from simple chatbots to autonomous agents, unlocking unprecedented productivity and massive computing demands. This shift is disrupting traditional value creation and business models.
Quick thoughts: Google I/O, Jaya Tiasa Q325 Result
Register for the next community meetup in June 2025! Sam Altman views Google as OpenAI's top AI competitor. Our view on Google's I/O 2025 that showcased AI Search enhancements, Veo 3 video, Gemini Live and Android XR. Separately, Jaya Tiasa announced Q325 result with nearly debt-free with strong cash holdings, and our view on its new venture.
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