Druckenmiller argues AI secular moves last years not months, expecting NVIDIA ownership for two to three years minimum.
“If this is a secular move, if this thing is real, you just don't have ten month moves. That's not how it works. Even the .com bubble lasted two, two and a half years.”
Druckenmiller says AI is making top coders seven to eight times more productive than five months ago.
“it's already making the top coders seven to eight times, seven to eight times more productive than they were five months ago.”