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Where Is AI Going and What’s it Worth?
Blain’s Morning Porridge June 10th, 2026 – Where Is AI Going and What’s it Worth?
“You can’t eat a fishing rod, but you can feed a family from it.”
The AI revolution is very real, but the froth around its valuations is not. The real value of AI won’t be in how hyperscalers establish themselves to “rent” us AI services, but how the real economy reacts to the opportunity, and smart firms learn to innovate it to make their businesses better and more profitable. The real upside is immense.
This morning my Twitter (X) feed is full of “noise” and animations illustrating SpaceX’s space-based…
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