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RL206 — Generative AI: Boom or Bubble?
Manage episode 425726406 series 3197371
Innhold levert av Roshan Loungani and Adrian and Roshan Loungani. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Roshan Loungani and Adrian and Roshan Loungani eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this episode, Roshan and Adrian discuss the topic of generative AI and whether it is a bubble that will burst soon. The conversation explores the comparison between the dot com boom and the current AI run-up. It discusses the differences in earnings and applications between the two periods. The conversation also touches on the winners and losers in the AI space and the importance of capital discipline and diversification. The potential for future AI advancements and the need for adoption are highlighted. The conversation concludes by emphasizing the need for individual investors to assess their comfort level and decide whether to explore AI investments.
Chapters:
Introduction
Discussion on Generative AI
Winners and Losers in the AI Space
The Importance of Capital Discipline and Diversification
The Potential for Future AI Advancements
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