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i know absolutely nothing about investing. so this is a lay take:
before today i would invest in these ai big tech companies because ai is the next big thing, and there's no other real competition around and any coming up might be ready in 3 or 4 years maybe.
after today's news, why would i waste my money investing in companies that are building wasteful, energy consuming, and most importantly proprietary components when there's a new generative ai that is just as good, if not better, than what's available now, that runs on far cheaper components that is totally open sourced? i'm better off taking that money i was going to use to invest in big tech and putting it towards hiring some programmers to take the completely open sourced ai and modifying it to better suit my specific needs.