Don't Get Too Excited About AI Headlines Hype. Here's Why
In this episode, Andrew and Dave discuss current news surrounding AI partnerships and investments, focusing on major deals involving OpenAI, Oracle, AMD, and Nvidia. They analyze the implications of a $400 billion deal between OpenAI and Oracle, expressing concerns about OpenAI's profitability and the feasibility of such large-scale financial commitments.
The conversation also explores how major cloud players like Microsoft, Google, and Amazon are impacted by CapEx spending related to AI growth and cloud infrastructure. They reflect on historical investment trends, technological booms, and the challenges in accurately predicting long-term winners in emerging tech industries. The hosts emphasize cautious optimism and the importance of a diversified investment approach.
00:00Ā Welcome to Investing for Beginners
00:03Ā AI Power Plays in the News
00:45Ā Oracle's $400 Billion Deal with OpenAI
01:18Ā Concerns About OpenAI's Profitability
01:37Ā The Role of Oracle in AI Infrastructure
04:05Ā The Black Box of OpenAI's Financials
04:52Ā Skepticism Around AI Revenue Projections
08:36Ā Historical Parallels: The Dot-Com Bubble
12:55Ā Impact on Major Cloud Players
13:14Ā Understanding Cloud Hyperscalers
17:20Ā CapEx Spending and Returns
20:31Ā Future of AI and Cloud Investments
24:27Ā Speculation and Caution in AI Investments
32:45Ā Conclusion and Final Thoughts
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
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