Huh. It sounds a bit incoherent and manic, but I think that’s actually what it was, not just the description?
Interesting takeaway is everything on there (smart homes, integrated financial media and trading, etc.) eventually happened, not by GE, except the GE Capital stuff, which wound up a disaster. So the signal to look for in AI is folks deploying levered balance sheets directly to consumers. Which I don’t think we’re directly seeing, outside OpenAI.