Gene Munster, Brian BakerWhat a Trump Presidency Means for Tech Investing and AIThe Nasdaq was up about 5% this week following the election, versus the Mag 7 up 7%. Below I outline what I believe to be the reasons for the move and what it means for tech investors over the next…Read more Artificial Intelligence, Markets
Gene Munster, Brian BakerCan AI Predict the Future?We asked Gemini, ChatGPT, Claude, and Grok 15 questions about upcoming events to determine which models are most effective at looking into the future. This note is centered on “predictions” in the balance of 2024, which we’ll cover as they…Read more Artificial Intelligence, Google, Twitter
Mike OlsonGenAI 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…Read more Artificial Intelligence, Venture Capital
Deepwater’s 2024 PredictionsOver the last seven years, we’ve made a habit of offering a few predictions for the year ahead. Here’s what we’re anticipating for 2024: IWO will outperform the S&P500. The iShares Russell 2000 Growth ETF (IWO) will outperform the SPDR…Read more Apple, Google, Meta, Tesla
Doug ClintonAssessing the IPO Window with the Deepwater IPO IndexIs the IPO window open? Investors, bankers, and market commentators answer that question by whether IPOs are getting out. ARM is about to go public. So are Instacart and Klaviyo. If those companies have successful IPOs — judged by demand…Read more Markets
Mike OlsonThe Rising Tide of Efficiency: Tech Companies Don’t Sell Products, They Sell TimeEfficiency is time, and time is the one true currency. Innovation in pursuit of efficiency is the most powerful underlying force in driving persistent growth. Entrepreneur & author Jim Rohn said that “time is more valuable than money, you can…Read more Artificial Intelligence, Augmented Reality, Frontier Tech, Future of Work, Gaming, Robotics
Doug ClintonWhat Would You Pay for Personalized AI?Last week, we talked about the trillion-dollar opportunity in Personal AI. As a reminder, a Personal AI is “a chief of staff for your life…a scheduler, an organizer, an advocate, a buyer, a booker,” per Mustafa Suleyman, Inflection AI’s CEO. More than…Read more Artificial Intelligence
Doug ClintonUnderstanding AI: LLM Basics for InvestorsOur AI series continues with what investors need to know about how large language models (LLMs) work to make informed AI investments. How ChatGPT Works To make intelligent investments, an investor should have an understanding of how a company’s product…Read more Themes
