Category: Artificial Intelligence
-
Augmented Phoneality
Mark Zuckerberg discusses Facebook’s long-term investment in AR glasses, Orion, and his vision for the future of technology. He reflects on the transition from web to mobile platforms and believes that AR glasses will be the next major platform transition, offering holograms for a realistic sense of presence and serving as an ideal device for…
-
Bridgewater Outlook
Bridgewater Identify the Major Issues Facing Investors in the Years Ahead,” the speakers discuss various challenges investors will encounter in the coming years, including the sustainability of US exceptionalism, the US dollar’s strength, long-term bonds, Artificial Intelligence (AI), and China’s economy. US exceptionalism, driven by factors such as a large domestic market, responsive government policies, and…
-
A.I.
All-In Summit 2024. Sergey Brin discusses his excitement about the recent advancements in artificial intelligence (AI) and his return to Google to focus on this field. He shares his optimism about AI becoming an extension of search and expresses skepticism about the need for massive compute to build AI models. Brin also highlights current trends in AI,…
-
The Thiel Experience
I’m not sure if Thiel is at the same level of Bond villain as Elon or Sam Altman but this interview was entertaining at 1.5x. Peter Thiel and Joe Rogan discuss various topics including Thiel’s contemplation of leaving California and the country, the US budget deficit, the paradoxical nature of California’s economy, and the history…
-
Thiel
Peter Thiel, a renowned Silicon Valley investor known for co-founding PayPal and Facebook, and backing companies like SpaceX and Stripe. Thiel emphasizes the importance of Founders and their unique visions, contrasting the 1990s Silicon Valley trend of replacing Founders with professional CEOs. He discusses his book “Zero to One,” which highlights the significance of creating something new…
-
Artificial Intelligence Bubble
An opinion from a sleazy but credible market participant. Shkreli draws parallels between the dotcom bubble of the late 1990s and the current hype surrounding artificial intelligence (AI). He believes that the potential valuations of AI companies may lead to a bubble, but the long-term value may come from companies that emerge after the bubble bursts. Shkreli…
-
Bianco on Risk
-
16B Dollar Bet
Michael Dell’s decision to take Dell private despite significant challenges is discussed. Facing a declining consumer PC business and a plummeting stock price, Dell shifted focus to software and services, investing $10 billion and growing it to $21 billion within five years. However, the market did not share the same optimism, leading to a guttered…
-
The Greatest Active Manager Ever
“How a Mathematician Became the Greatest Trader of All Time,” Jim Simons, the founder of Renaissance Technologies and its successful Medallion hedge fund, is profiled. Simons, a mathematician and code-breaker, took a scientific approach to investing, using vast data sets, computer models, and algorithms. His strategies, which challenged traditional intuition-based investing, led to average annual…
-
86x Earnings
OpenAI is in talks to sell existing employees` shares at an $86 billion valuation, according to people with knowledge of the matter. The artificial intelligence startup behind ChatGPT is negotiating the transaction, known as a tender offer, with potential investors, said the people, who asked not to be identified discussing confidential information. The company is…