Category: Artificial Intelligence
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Bezos on Strategy
Long-term Strategy & Customer Focus Innovation & Decision-Making Philosophy AI Business Opportunities Core Business Principles
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Jensen’s Keynote
Quantum Computing Innovations AI and Supercomputing Partnerships and Open Source Automotive and Robotics
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“Never Short a Cult”
Steve on bubbles, risk, and revenue “projections”.
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$113 to $6
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Tech, Competition, Battleplans, and Reinforcement Learning
Eric Schmidt stresses that the AI revolution is underhyped, with autonomous agents potentially surpassing human reasoning.China leverages its 9,9,6 work ethic to advance in AI despite lacking the capital-raising capabilities of the US, excelling in consumer apps and robots. China competes globally with open-source AI models and open training data, while the US focuses on…
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“A lot of upside”
AI, Crypto, and Ethereum lead the way…
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To Short or Not to Short
Market Speculation and Valuation 🚀The S&P 500 trading at 23 times next year’s earnings is extremely overextended, signaling potential market overvaluation and speculative behavior. 💡Earnings mean reversion poses a significant risk, as historically high corporate margins could halve earnings if they revert to mean levels. 🎢The MNAV premium in Bitcoin, currently at 2.25x, has historically reached 300% before collapsing, indicating extreme retail speculation and market…
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Lost Confidence
DoubleLine Group CEO Jeffrey Gundlach talks about the price of gold, fixed income, private credit, President Donald Trump’s tax bill, Federal Reserve monetary policy and artificial intelligence with Lisa Abramowicz at the Bloomberg Global Credit Forum in Los Angeles.
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Sergey Brin on A.I.
He discusses the transformative capabilities of AI, emphasizing its efficiency in processing information and generating insights, while also contemplating its implications for future generations and the education system. He addresses the complexities of AI in robotics and programming within corporate settings, highlighting the need for a supportive culture for innovation. Additionally, Brin showcases advancements in…
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Gray’s Predictions