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 InvestingFollow
Ramy Taraboulsi, CFA All Investing Expert episodes
with transcriptsBeware: The Singularity Is Almost Here