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AI is becoming a commodity (LLMs are a commodity). I believe this is the dumbest view in the capital markets of 2025 (possibly the dumbest of all):
Because
Intelligence can never be commodified.
Can Einstein's brain be commodified?
The ability to accelerate aging research, develop room-temperature superconductors, and advance nuclear fusion—can these be commodified?
Only a brain that is commodified would think AI will be commodified.