@kims__diary: #transition #transformation 🥴😂 #KIMsdiary 💖 #BeTheProductofYourProduct #KIMsdiaryMillionGlow ✨

KimsDiary
KimsDiary
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Thursday 10 September 2026 10:53:36 GMT
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angievlog53
Angelicuh :
Slay Mamadam🥰
2026-09-10 11:06:13
1
genlara
🦋🌸Lara gEn🌸🦋 :
Pretty🥰🥰
2026-09-10 11:20:04
1
montealtoaj
ItsMeAjoy :
MaMadam pabata ng pabata ang beauty 🥰
2026-09-10 11:02:19
1
yourlarry_
larss_ :
may message po ako sa tiktok sana mabasa🤞
2026-09-10 11:05:44
1
_abegailm
Abegail M. :
Madam!!! 🤍
2026-09-10 10:56:27
1
axsoriag
Aubrey | Mom • Furmom • VA :
Baka Mamadam ko yan! 🩷🩷🩷
2026-09-10 11:15:10
1
marvicvasquez0308
Marvic Vasquez :
Gandaa at angas Mamadam
2026-09-11 01:42:50
0
ifernminiladylein
Boss Leiii :
😍😍😍
2026-09-10 13:25:46
1
tommannytan
Tommanny Tan :
🥰🥰🥰🥰🥰🥰🥰🥰🥰🥰🥰🥰🥰
2026-09-10 13:33:16
1
katatonix720
Kat’s Beauty and Wellness :
💖💖💖
2026-09-10 15:59:45
0
johannalmarines
Joh-Ann Hermogenes Almarines :
🥰🥰🥰
2026-09-10 11:39:38
1
ifern_celcapuchinoabu
Ifern Minilady Academy Cel Abu :
❤️❤️❤️
2026-09-10 11:39:44
1
bajojing
Joyce Dionesa 🧿 :
[Heart eyes][Heart eyes][Heart eyes]
2026-09-10 10:55:27
1
kirstenkimlee
Kirstenkimlee :
🥰🥰🥰
2026-09-10 22:36:16
0
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Where will AI create value? That may not be the most important investment question. A better one might be: Where will scarcity allow that value to be captured? AI is creating enormous economic value across an increasingly complex stack — models, GPUs, memory, networking, data centers, electricity, equipment and infrastructure. But value creation and value capture are not the same thing. NVIDIA may capture extraordinary economics when advanced compute is scarce. Memory manufacturers can gain pricing power when memory becomes the constraint. If electricity becomes the next bottleneck, more economic value may migrate toward power generation and infrastructure. And if grid connections become scarce enough, suddenly something as ordinary as a transformer — or a piece of land with access to reliable power — can become strategically valuable. This leads to an extension of an idea I’ve been exploring: AI doesn’t eliminate scarcity. It moves it. But scarcity isn’t the only thing that moves. Profit pools can move with scarcity. Because scarcity creates pricing power. Pricing power influences margins. And margins determine where an industry’s enormous growth ultimately becomes economic profit. This is why identifying the fastest-growing part of the AI economy may not always identify the best place to invest. A technology can create tremendous value while competition prevents its producers from capturing much of it. Meanwhile, a seemingly boring component or infrastructure asset can capture disproportionate value simply because the rest of the system cannot scale without it. So perhaps the investment question is not only: “What will AI need more of?” But: “What will AI need more of — that cannot be supplied fast enough?” And then: “Who owns that bottleneck?” Because in the AI economy, the next great profit pool may emerge not where the most intelligence is created — but where scarcity creates the strongest bargaining power. #AI #technology #Investing #NVIDIA #Semiconductors
Where will AI create value? That may not be the most important investment question. A better one might be: Where will scarcity allow that value to be captured? AI is creating enormous economic value across an increasingly complex stack — models, GPUs, memory, networking, data centers, electricity, equipment and infrastructure. But value creation and value capture are not the same thing. NVIDIA may capture extraordinary economics when advanced compute is scarce. Memory manufacturers can gain pricing power when memory becomes the constraint. If electricity becomes the next bottleneck, more economic value may migrate toward power generation and infrastructure. And if grid connections become scarce enough, suddenly something as ordinary as a transformer — or a piece of land with access to reliable power — can become strategically valuable. This leads to an extension of an idea I’ve been exploring: AI doesn’t eliminate scarcity. It moves it. But scarcity isn’t the only thing that moves. Profit pools can move with scarcity. Because scarcity creates pricing power. Pricing power influences margins. And margins determine where an industry’s enormous growth ultimately becomes economic profit. This is why identifying the fastest-growing part of the AI economy may not always identify the best place to invest. A technology can create tremendous value while competition prevents its producers from capturing much of it. Meanwhile, a seemingly boring component or infrastructure asset can capture disproportionate value simply because the rest of the system cannot scale without it. So perhaps the investment question is not only: “What will AI need more of?” But: “What will AI need more of — that cannot be supplied fast enough?” And then: “Who owns that bottleneck?” Because in the AI economy, the next great profit pool may emerge not where the most intelligence is created — but where scarcity creates the strongest bargaining power. #AI #technology #Investing #NVIDIA #Semiconductors

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