"we can do drug trials algorithmically" is where i zoned out.
@JanHendrikCombrinck6 ай бұрын
cheap renewable eneryg 🤣
@22terrytibbs6 ай бұрын
Only thing I would add is US companies also have the high multiple valuation compared to peers & lower cost debt to be able to take out the competition. Plus the state supports the market as it's a meaningful tax source. Rim licker.
@Joeibovoni6 ай бұрын
"Rough crowd, Johnny!"
@mkayultra37386 ай бұрын
AI driven wage push service inflation...
@wendygu34696 ай бұрын
He has no clue about drug trials, you can’t pre calculate side effects before the trial. 😮
@axandbro6 ай бұрын
he doesn't need to have a clue, he's selling a newsletter 😂
@chrish93116 ай бұрын
Electrification by wind and solar? Tesla worst performing stock this year, public abandoning EVs, wind farms are being abandoned... The future is more oil, natgas and nuclear. AI is yet to prove itself as something truly useful and profitable.
@PaulCao876 ай бұрын
Boring interview. Financial analyst who writes drivels on Mag7 hype discovers text generation could replace him is not equivalent to new drugs discovery being automated by text generators. People not in the AI/ML field do not seem to understand that GPT is not new - the only innovation has been the "chat" interface introduced last 2 years. Ergo, the companies that have been trying to make money and automate their process using AI have been using GPT models for the past 7-10 years! We will learn over the years just like crypto hype... the devil is in the edge-cases. Like automated money and crypto speed running why banking regulation exists, we will learn cases why humans are needed in seemingly easy processes like customer service, legal and insurance.
@George-jm4rn6 ай бұрын
20 minutes into this and didn't hear anything I hadn't already heard numerous times from others. No unique insights here.