Chris Camillo(@ChrisCamillo):AI might be the most overthought trade in the world right now. You can go so deep on models, chips, agents, capex, tokens and benchmarks that eventually your head is just spinning. Sometimes the best analysis is being able to filter through everything that matters less to identify what matters most. AI lets us solve problems we couldn’t solve before or couldn’t solve economically while doing more with less. That grows the economic pie. We’ve seen this movie before with every major technology shift. This one is just bigger.

2026.10.05 16:48

AI might be the most overthought trade in the world right now. You can go so deep on models, chips, agents, capex, tokens and benchmarks that eventually your head is just spinning. Sometimes the best analysis is being able to filter through everything that matters less to identify what matters most. AI lets us solve problems we couldn’t solve before or couldn’t solve economically while doing more with less. That grows the economic pie. We’ve seen this movie before with every major technology shift. This one is just bigger.

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