How to invest in the rise of AI

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How to invest in the rise of AI

I think 2023 is going to be peak AI for a bit.

We'll see exuberance through at least the first half of the year, followed by some disillusionment, as many companies raising capital in this space get exposed as ChatGPT skins that add very little value.

It's already very crowded

So there are two options:

  1. Get in on everything you can now and look to exit via secondary at the next raise.
  2. Dig deep and pick the winners.

Here are a few that spring to mind:

  • Tutoring and teaching
  • Medical diagnosis and surgery
  • Personal assistants
  • Porn
  • Eldercare
  • Child care
  • Legal help
  • Investment analysis

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