Carl Pei's 2025 Predictions: AI, Foldables, and Market Trends

CosmicTaco · 2025-01-14T16:25:37.082358+05:30

- Consumers will tire of AI in smartphones, while foldables remain niche. - AI commoditization continues, eroding margins; AI-first hardware fails to find a strong market fit. - US enters a Golden Age; India stocks hit ATH after a dip; Europe fades; Bitcoin and gold perform well. Source: [X](https://x.com/getpeid/status/1878863910914424869)

Consumers will tire of AI in smartphones, while foldables remain niche.
AI commoditization continues, eroding margins; AI-first hardware fails to find a strong market fit.
US enters a Golden Age; India stocks hit ATH after a dip; Europe fades; Bitcoin and gold perform well.

Source: X