Ghost Stories

Ghost Stories Ep33: Artificial, or Artificial Intelligence? (with Nico Katzke of Satrix)

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Nico Katzke of Satrix* returns to Ghost Stories to talk about the latest buzzword of the moment: Artificial Intelligence (AI). This topic has been dominating market headlines for a while now and it poses both opportunities and risks.

In this podcast, we discuss:

  • The way in which some people run towards hype and others run in the opposite direction – talking to the different investor personalities in the market.
  • Whether the development of cloud computing and SaaS can teach us anything about the risk of being too sceptical about AI.
  • The energy demands of AI and what this could mean for renewable energy.
  • What AI technology is and what it is not – and why the term may well be an example of great marketing more than anything else.
  • Our preferred ways to get exposure to this theme in our portfolios.

    • There’s so much to listen to in this podcast, underpinned by Satrix’s commitment to South African investor education. To find out more about SatrixNOW, visit this link>>>

    *Satrix is a division of Sanlam Investment Management

    (this article was first published here)

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