Lead-Lag Live

Navigating the Shift to Electric Vehicles and AI Revolution: Insights from Farzad Mesbahi


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For the electric vehicle enthusiasts and AI aficionados, prepare to be electrified. Our guest, Farzad Mesbahi, a former Tesla employee turned EV content creator, unravels the complex tale of the electric vehicle's journey. From a scorned alternative to prevailing gas cars, to emerging as a potentially superior choice, Farzad connects the dots with unflappable expertise. He further dissects the supply chain hitches tormenting traditional car manufacturers in their transition to EV production. 

Ever wondered why legacy automakers are fixated on hybrid models over fully electric ones? We navigate this intriguing terrain, weighing the profitability scales and the daunting challenges of this transition. As we debunk common misconceptions about EVs - goodbye range anxiety - we also contemplate the influence of government incentives and the evolving consumer preferences in shaping the EV adoption rates. Shifting gears, we plunge into the drama surrounding OpenAI's alliance with Microsoft, and the potential implications this holds for the future of AI. 

As we approach the finish line, we take a moment to reflect upon the societal implications of AI, and the ever so intricate balance between innovation and safety in government regulation. Farzad enlightens us on the crucial role of data and compute power in AI development, and teases out the prowess of GROC and GPT-4. Join us on this electrifying journey through the landscapes of EVs and AI, and immerse yourself in the challenges and opportunities that lie ahead.

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Lead-Lag LiveBy Michael A. Gayed, CFA

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