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Dave Collum, professor / financial commentator at Cornell University (Emeritus), shares a discussion on artificial intelligence malinvestment featuring two voices in the debate. Collum describes experiencing "futureshock" after comparing skepticism about AI malinvestment with perspectives that still view AI as a strong investment class.
The tweet highlights the contrasting opinions regarding AI's role in markets, reflecting ongoing uncertainty about its potential as an investment category.
Collum previously compared the current AI investment wave to the dot-com era, highlighting differences in the scale of capital expenditures and funding sources in the AI bubble. He has also pointed to historical investment research, recommending Ed McQuarry’s long-term analysis in a separate note on distorted modern investing views. The posts add historical context to the current debate around AI in financial markets.