AGI Bust, AI Boom: Why AI's Winners And Losers Aren't Who You Think

The market is overvaluing AGI potential and undervaluing companies that can drive efficiency by adopting current AI tools. True AGI is unattainable with current computing architectures; LLM progress is likely to plateau, leading to diminishing returns on AI infrastructure investment. I see strong buy opportunities in BRK.A/BRK.B and UNH, and buy opportunities in TRI, SPGI, and MCO, as these firms can leverage AI for productivity gains.