An erudite and thoughtful conversation about AI with Ramy Taraboulsi, CFA and Kirk Spano.
- (3:00) - Singularity, the interconnection between 3 key areas of tech: nanotechnology, genetics and artificial intelligence
- (7:10) - AI won't be slowed - military investing more than any company
- (13:30) - Neural networks, AI hype and building something we don't understand
- (28:20) - Major problem with AI is lack of computing power. What stocks make sense?
- (50:25) - Lockheed Martin's quiet AI work; bearish on Google.
Recorded on June 1, 2023Show Notes:
Kirk Spano's Investing Group, Margin of Safety Investing
Follow Ramy Taraboulsi, CFA
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Beware: The Singularity Is Almost Here