Episode 380: Crypto, Google, & the AI Valley of Despair

Be Smart by Jared Dillian
16/05/2024 18 min
Episode 380: Crypto, Google, & the AI Valley of Despair

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Episode Synopsis

Anytime a new technology is developed, there's an initial hype phase where money pours into the space, which leads to overinvestment and malinvestment. Then you enter the Valley of Despair before getting a second bull market years down the line. In episode 380, Jared clarifies why we may be close to completing the first runup in AI, why crypto has no place in the Awesome Portfolio, why he's so bearish on Google, the 2024 election, and more.

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