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Artificial Intelligence
Mike Olson
GenAI and the Future of Content
We may be approaching the day when a $200M Pixar-quality movie, which typically takes four years to make, will be created in six months for $20K (aka, 0.01% of the budget and less than 10% of the time.) I…
12-Minute Read
Artificial Intelligence
Gene Munster
Deepwater Frontier Tech Survey 2024
Deepwater’s first annual Frontier Tech Survey measures the American public’s viewpoint on emerging technologies, including AI, Electrification & Automation, the Creator Economy, and Health-Tech. Key Takeaways: AI – General usage and awareness remains low; opinions are mixed when it comes…
1-Minute Read
Apple
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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Frontier Tech
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Google
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Health
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Meta
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Microsoft
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Netflix
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Neurable
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Neurotech
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Nvidia
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Redwood Materials
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Spatial Computing
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Tech Addiction
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Tesla
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TikTok
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Virtual Reality
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Wearables
Doug Clinton
2024: The Year of AI-Powered Stock Picking
3 Predictions for AI-Powered Stock Picking The quietest AI story of 2023: AI-powered stock portfolios trounced market benchmarks. If you’ve been following The Deload, you know I’m obsessed with using AI to try to beat markets. My summer experiment to…
8-Minute Read
Artificial Intelligence
Doug Clinton
Infinite Intelligence > Superintelligence
The Era of Infinite Intelligence Superintelligent AI might solve all the world’s problems. It could cure cancer, eliminate human aging, create a world of abundance for all. Superintelligent AI might also prove completely uncontrollable and destroy humanity, whether intentionally or…
3-Minute Read
Artificial Intelligence
Gene Munster, Brian Baker
Gemini’s a Powerful Reminder Google Is in the AI Race
Google's been a little slow getting up to speed in the AI game. While the company's video preview of Gemini was edited, it still served as a reminder to investors that Google is one of three companies leading in the AI race. Gemini's capabilities are impressive given they are the most advanced display of multimodality, which brings text, voice, and images into the generative interface. Previously these models (GPT, Claude, Grok, Llama) have predominately been interacted with by text-only. By keeping pace with OpenAI, Google's in a favorable position to evolve Search and capitalize on generative AI.
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Artificial Intelligence
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Google
Doug Clinton
The Long and Short of Investing with AI
Simple, Effective Hedge Funds Arthur Jones was a sociologist who studied at the Marxist Workers School in Berlin and later became a writer for Fortune magazine. At the age of 48, Jones created the world’s first hedge fund. It’s often…
7-Minute Read
Artificial Intelligence
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Markets
Gene Munster, Brian Baker
Nvidia’s Data Center Segment Growth Will Continue, Because AI Is Just Getting Started
NVIDIA reported impressive October results and raised guidance for January above Street expectations. Outside of the noise of the quarter, including China chip restrictions, Nvidia has no competition and remains the primary beneficiary of what will likely be a 5+ year AI infrastructure build-out.
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Artificial Intelligence
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Nvidia
Doug Clinton
The AI Bubble Playbook
The Inevitable AI Bubble AI will create one of the largest technologically driven bubbles of all time, and we’re only in the early innings. Breakthrough technologies always invite bubbles. Alistair Nairn describes the similar pattern of new technologies in Engines…
10-Minute Read
Artificial Intelligence
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Markets
Gene Munster, Brian Baker
Rumors of Jony Ive Working With Sam Altman on AI Device Deserve Attention
The Financial Times has reported that Jony Ive, Sam Altman, and SoftBank are in talks to build an AI consumer device, likely a wearable. My guess is this never sees the light of day, but given the players involved it's worth considering its impact. Apple is in a good spot given the strength of its ecosystem makes it difficult for a one-off product to sway Apple users. Samsung on the other hand would be more at risk.
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Apple
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Artificial Intelligence
Doug Clinton
Battle of the AI Stock Pickers: ChatGPT vs Bard vs Claude
Who’s the Best AI Stock Picker? I’ve been testing generative AI to build investment strategies aimed at beating legacy benchmarks. The scorecard has AI in the lead. In some cases, substantially: My process is consistent across strategies. I use ChatGPT,…
6-Minute Read
Artificial Intelligence
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Index
Gene Munster
NVIDIA’s Growth Is Sustainable Through 2025
NVIDIA reported its second consecutive blockbuster quarter and guidance showing the AI theme is for real. Investors largely shrugged off the impressive results given expectations were high and the NVDA investment focus is shifting to how persistent the company's growth will be over the next few years. I believe they will continue to own the pole position in AI computing hardware at least through 2025. After that high margins will like bring in chip competition.
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Artificial Intelligence
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Nvidia
Show ChatGPT the $$$: Monetizing AI Chat
Show ChatGPT the Money How will Google and Bing monetize chat? Investors have pondered this question since ChatGPT roared into existence late last year. One answer is starting to become clear and probably isn’t that surprising: Ads. At least Bing…
6-Minute Read
Artificial Intelligence
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