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Hi Sylvain, interesting article. I agree with your point that AI will catapult our productivity (ChatGPT has already helped me write code and emails) but a systemic shift isn't there yet. We're assuming and predicting, which rarely turns out the way we expect.

And the stock market... yeah, the Technology Sector distorts what's really happening. $NVDA and $AVGO are making me worried. I wouldn't wish they should crash back to their fundamental levels bu settle in a trading range instead. Irrational exuberance should stop.

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