No Neuralyzer Needed: AI Investment Boom is Here to Stay, Says Some Suit

A Trillion Dollars? Seriously?

Alright slick let's break it down. Some portfolio manager John Belton from Gabelli Funds is saying all these tech companies are about to drop a trillion smackeroos on AI. Trillion! That's like enough to buy a lotta neuralyzers. Apparently Alphabet Amazon Meta and Microsoft are leading the charge planning to throw down $320 billion in 2025 alone. Makes you wonder if they're building Skynet or just trying to get better at recommending cat videos.

S Curves and Shiny Objects

Belton's talking about some "S curve" and how we're just hitting the steep part. That's investor speak for "get in now or you'll be eating space dust." He claims early investments are already paying off. I gotta wonder paying off for who? The guys building the robots or the guys who'll be replaced by 'em? This reminds me of when I thought disco was a good idea. Turns out I was wrong.

The Magnificent Seven...Plus AI?

This Gabelli Growth Fund he runs is heavy on the 'Magnificent Seven' – Microsoft Nvidia Amazon... the usual suspects. And apparently they're doing pretty well. Good for them I guess. But I'm keeping my eye on things. Last thing we need is some alien AI taking over Wall Street and using our money to build intergalactic condos.

Cheaper AI? I'll Believe It When I See It

Belton says AI is getting cheaper and more capable. Cheaper huh? Everything's getting more expensive! But hey if they can make a neuralyzer that doesn't fry your brain *and* fits in my pocket I'm all for it. He's saying AI is already better than humans at stuff like reading science and math. Well that's not saying much. I know pigeons smarter than some people I work with.

Replacing Humans: The Inevitable Doom

So the endgame is AI replacing human workers. Cutting costs making more money. Meta using it for ads? Great. Now I'm gonna get ads for alien abduction insurance. Belton mentions AI handling 30% of Alphabet and Microsoft's internal database. So the software engineer's role will change eh? More like 'obsolete'. This is just great... Can I get some hazard pay?

Companies to Watch...or Vaporize?

He throws out some names: ServiceNow Broadcom GE Vernova Applied Materials. Apparently they're all in on this AI gravy train. ServiceNow is doing some 'agentic technology' thing Broadcom's stock is up. Look I'm just hoping none of this leads to a robot uprising. I've seen that movie and it's not pretty. Just remember people stay vigilant. And if you see a toaster getting too smart unplug it. Immediately.