George Sivulka

Harry Stebbings × George Sivulka

George Sivulka argues AI compute could create another $100 trillion of stock-market value, with xAI potentially overtaking OpenAI and Anthropic in value over the next 12 to 24 months.He expects models to commoditize as value shifts toward inference, hardware, and agent applications, while Hebbia's rejection of RAG and scaling-law strategy make enterprise adoption and margin progression key signals to monitor.