$SpaceX(SPCX)$ I think AI will consolidate down to just 2 to 4 global players. If governments around the world put regulations on AI, there's a good chance each region like the EU, China, and North America will end up with their own AI leaders.
For the free market capitalist and democratic countries, I see only 2 or 3 AI companies dominating.
I believe Google AI will be the leader, or at least one of the few that ends up at the top, assuming government regulators allow it.
Unfortunately I'm not betting on Google for an AI play because the stock already looks expensive to me. I was thinking, why not have Google spin off its AI division and offer it at a cheap price.
Betting on SPCX for AI is a lose-lose bet, but I'm willing to invest by buying SPCX below $20. I'm not shorting this. Buying below $20 is not a bet for my lifetime, but for my kids, if SPCX can really go beyond the moon. $Apple(AAPL)$ $Alphabet(GOOGL)$ $Microsoft(MSFT)$ $NVIDIA(NVDA)$
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