You said you've been buying calls on the general stock market. Instead, why not buy calls on 20-30 tech companies that'll likely benefit from slow takeoff?
This is very speculative, but if Anthropic/OpenAI/Google/Meta do achieve TAI and we head towards a slow takeoff, geopoltical risk from China may be a concern. To the best of my knowledge China is a few years behind us on AI, and doesn't have the compute capability to catch up. I doubt China will just sit back and let the US achieve such a strategic advantage, and may invade Taiwan to cut out our supply of GPUs.
You said you've been buying calls on the general stock market. Instead, why not buy calls on 20-30 tech companies that'll likely benefit from slow takeoff?
This is very speculative, but if Anthropic/OpenAI/Google/Meta do achieve TAI and we head towards a slow takeoff, geopoltical risk from China may be a concern. To the best of my knowledge China is a few years behind us on AI, and doesn't have the compute capability to catch up. I doubt China will just sit back and let the US achieve such a strategic advantage, and may invade Taiwan to cut out our supply of GPUs.