Last April, I asked ChatGPT a question out of curiosity:
"What company is worth less than $10B today but could be worth $500B+ in a few decades?"
It returned a short list and over the past year, several of those companies performed well - some really well - with two lagging the Nasdaq.
That outcome does not validate the picks or prediction but made the exercise interesting and worth repeating. So this year, I asked again and expanded the experiment to multiple models - ChatGPT, Gemini, Grok, and Manus AI.
I've published the combined lists here:
🔗 https://lnkd.in/g3E9YNv6
DISCLAIMER: This is just me trying to find novel ways of using AI and obviously NOT investment advice! Forecasting is highly uncertain, and AI models are trained on historical narratives, not future realities. Any list like this should be treated merely as a starting point for research, not a reason to allocate capital one cannot afford to lose.
🧠 A few non-obvious dynamics worth keeping in mind:
- Hundreds (thousands?) of people are likely asking similar questions to AI and that can create a consensus which may influence price action.
- So AI could arguably not just reflect market narratives but also amplify them.
- Consensus formed too easily can lead to fragility when expectations shift or the macroeconomic conditions worsen.
- Someone at these AI companies could be watching this trend and positioning accordingly. 😈
Used carefully, AI should broaden the surface area of ideas.
Notice that the models are still recommending CRSP (gene editing) and SMR (modular nuclear reactors) in spite of them losing to the Nasdaq Index last year. QS (solid-state battery for EVs) is the only winner still in the list.
