Category: Artificial Intelligence
-
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…
-
Tom Lee Says Buy in a Risk Off Environment
Tom Lee shares some insights on the potential impact of the Federal Reserve’s decision to stop raising rates. While some believe this could lead to further stock market decline, Lee suggests it may trigger a risk rally and actually cause a stock market rally. He emphasizes that the Fed’s decision does not necessarily mean they…
-
Elon’s All-in
He talks about the progress of the Starship and the challenges of building a rocket twice the size of Falcon 9. He addresses the controversy around Starlink and Ukraine, explaining the reasons behind not turning on Starlink in Crimea. Musk also shares his perspective on the Biden administration and social media platforms, emphasizing the need…