Chris Camillo: AI Should Be Viewed Like Electricity, Not Software

Investor Chris Camillo argued that AI may end up resembling electricity rather than an app category, noting that when electricity was discovered, no one could fully predict what the world would eventually build with it.
Camillo said the current AI market may be impossible to size because there isn't yet enough compute or capacity, and suggested a new framework could emerge over the next 10 to 15 years, which is why owning the eventual leaders matters.