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28min chapter
Citrini on 2024 Election Portfolio Construction And AI “Mania”
Forward Guidance
Evaluating Tesla as an AI Company and Delving into AI Governance Issues
The chapter scrutinizes Tesla's standing as an AI company and delves into governance concerns, contrasting the views of a podcast participant on Tesla's potential as an AI competitor. The discussion also covers AI tools, companies like Google, Apple, and Tesla in the AI landscape, the bear market in software stocks, and the progression of custom silicon chip development by hyperscalers. Additionally, it touches on the implications for China in AI development and the importance of strategic investments in AI chips.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode