How’s everyone doing?
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The future of AI will be built on data tailored to your unique needs. Ads will become far more accurate and personalized. Google is positioned to win thanks to Gmail, YouTube, Photos, and its new Apple deal. Amazon will dominate e-commerce and smart home surveillance that truly understands user behavior. In China, Tencent and Alibaba will win big. In the end, the companies embedded in your everyday life will win. Just DCA into those companies.
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You’ve got to respect Zuckerberg’s moves. He started with social media and didn’t get comfortable he kept pushing into VR, AR, and now compute. Facebook is still his biggest win, but I wouldn’t bet against him finding the next big thing.
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