I don’t know which companies will profit from AI eventually, because there are a lot of companies in the race and I don’t know who will win. Maybe open source, maybe google, maybe Microsoft, maybe OpenAI, maybe Anthropic…
But what I know for sure is that AI is getting better by the day and it’s not going to stop.
So buying put options on WIX, CRM, ADBE feels much easier.
Do you have more ideas about which stocks will lose from AI?
By the way, if you think ADBE’s current profits are proof that the AI revolution isn’t coming for them, it feels to me the same as looking at Nokia’s profits after the release of the iPhone.