Convequity
  • Client Home
  • Free Content
Sign in Subscribe

AGI

Notes: The Only Way Not to Be Replaced by AI is to Invest in AI
AI jobs displacement

Notes: The Only Way Not to Be Replaced by AI is to Invest in AI

Summary * AI democratizes software creation, but capitalism rewards scale, risking economic dilution rather than widespread prosperity. * Non-revenue-generating roles face significant AI displacement; revenue-generating roles will expand until marginal returns diminish. * Platforms like GitLab, Klaviyo, and Salesforce should benefit as they leverage AI to empower productivity and scale effectively. * Investing in AI and enabling broader early-stage AI investment would help mitigate widening
5 min read 22 Apr 2025
Convequity MSU: Meta Platforms - Jan 2023
MSU
28 min read 22 Jan 2024

Convequity MSU: Meta Platforms - Jan 2023

Summary * After META's surge over the past 1 year, the stock isn't super cheap, though on a conservative projection basis, there seems to be 30%+ upside left. * In this MSU report, we've found that M views are extremely shallow with limited alpha, and S

Subscribe to Convequity

Don't miss out on the latest news. Sign up now to get access to the library of members-only articles.
Convequity
Convequity

Independent equity research mapping the AI value chain.
Where the silicon meets the spreadsheet.

Site
  • Latest
  • Subscribe
  • About
Connect
  • X / Twitter
  • LinkedIn
  • Substack
  • Email
Legal
  • Terms of Use
  • Privacy
Convequity © 2026