21. Investing in AI | Building the Investment Thesis
Market MakeHer Podcast
B2C vs B2B Adoption and Revenue Timing
Jess Inskip contrasts rapid B2C uptake with slower B2B integration and revenue recognition timing.
🐰 Curious about how to invest in AI? Let's fall into the Artificial Intelligence rabbit hole, shall we? And, yes we talk about actual AI stocks as well. Beware the Jabberwocky (aka AI Tools that claim to "beat the stock market" or predict the best stocks to buy).
🤖 AI stocks are beating earnings upwards of 40% (and much much higher). Are analysts not valuating these stocks properly? Perhaps we all need a little lesson on how AI works and the earnings potential across all sectors in terms of these companies that are part of the AI frenzy.
Wondering Which AI Companies To Invest In?
Let's first understand how AI works (follow @the.rachel.woods on TikTok to learn a ton about AI), what's needed to create a large language model, GPUs/TPUs, and who already has alllll the data.
You should also checkout her website for AMAZING AI resources: https://theaiexchange.com/
We already know the big players involved:
NVDA, GOOG, MSFT, META, AMZN, ADBE
What about the other companies and industries getting a piece of the AI pie? Break it down into B2B and B2C. And make sure you do your research and your homework - cuz you know we ALWAYS do. 😌
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Market MakeHer is an investing education podcast taught by a 15-year finance expert to her friend, a beginner investor. Our mission is to demystify the stock market and make financial literacy accessible to all self-directed investors! We teach complex investing topics in a different way - from "Her" perspective.
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