(GOOGL), (MSFT), (NVDA)
Forget all that boring "narrow AI" stuff Google (GOOGL) DeepMind keeps pumping out to wow the geeks. They can predict proteins better than I can fold a fitted sheet and their game bot clobbered my neighbor’s teenage son at Fortnite. But who cares, right?
The real question every investor should be asking about DeepMind is this: "When are they finally going to deliver this AGI thing they promised?"
Turns out, the nerds just might be getting their act together. Shane Legg, Google DeepMind's top AI guy, says there's a 50/50 chance we'll see Artificial General Intelligence (AGI) by 2028.
Other big names in the space, like OpenAI's Sam Altman, are predicting a timeframe of four or five years max.
Now, I don't believe in magic, but from what I hear, AGI would kind of be like magic. We're talking machines that can learn, adapt, and think pretty much like a human – maybe even better.
And unlike all this specialized AI – protein-folding here, Go-mastering there – AGI would be versatile. It’s capable of learning, adapting, and solving problems just like an actual person, or maybe even better.
It'd be the universal problem-solver, the ultimate Swiss army knife of intelligence. We could stick it in everything from our phones to self-driving cars and watch the sparks fly.
Naturally, everyone's lining up to cash in. Who wouldn’t? Just look at the numbers: the whole market is projected to blow up to $1.3 TRILLION in the next 10 years – from practically nothing today.
If they're right, this stuff could completely change everything in the tech world, from software to ads to giant servers running the show. Actually, if these AGI predictions come true, it'll make the dot-com boom of the 90s look like a lemonade stand.
And, as always, I've got my eye on the stocks that could make us rich. So, who are the emerging leaders of the AGI pack?
Obviously, Google (or Alphabet, whatever we're calling them this week) is top of the list. Their DeepMind crew is legendary, cracking AI problems left and right.
They built these things called "transformers" which are basically the brains behind those freaky-good chatbots like ChatGPT.
Plus, those Google guys have more money than sense, throwing $2 billion at some AGI startup called Anthropic.
Next up is OpenAI – the ones behind ChatGPT – who've got a nice, tight relationship with Microsoft (MSFT). Big money, and the brains to use it.
If OpenAI really does crack AGI wide open, you can bet Microsoft will be figuring out how to put that super-brain to work on everything from their cloud servers to those talking paperclips that live in Word documents.
Finally, you can't talk about AI without mentioning Nvidia (NVDA), the chip guys. Their graphics processors (GPUs) are the gold standard for anything AI-related, and they're only going to get more important if AGI takes over the world. I wouldn't be surprised if AGIs of the future were actually building Nvidia's chips. It's that meta!
But before you spend all your hard-earned cash on AGI, here’s a reality check. Of course, there's always the chance this is just another overhyped tech fad.
Some of the smartest folks in the business think it'll be decades before AGI is a reality, and even then, it might take a while for the really useful applications to show up.
And while the potential is mind-boggling, the stocks we're talking about are already trading as if AGI is guaranteed to happen next year. That could lead to some serious short-term pain if things don't go as planned.
Here's the thing, though: If those AI eggheads are right, AGI could be the biggest thing since, well, the internet. And if we're smart, patient (boring, I know), and invest in the right companies, the potential returns could be life-changing.
So, I suggest you keep these stocks on your watchlist. I'm personally watching these stocks like a hawk. Every pullback is another chance to load up. Trust me, this train is leaving the station, and you don't want to be left behind.
