Invest Like the Best with Patrick O'Shaughnessy cover image

Gavin Baker - AI, Semiconductors, and the Robotic Frontier - [Invest Like the Best, EP.385]

Invest Like the Best with Patrick O'Shaughnessy

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The Future of AI and Semiconductors

This chapter explores the complex intersection of semiconductors, data utilization, and AI advancements, focusing on the challenges of data acquisition and the competitive landscape among tech giants. It discusses the transition from centralized to decentralized computing, the role of localized AI on devices, and the potential for personalized AI assistants to revolutionize user experiences. Additionally, it examines early-stage investment opportunities and the transformative impact of AI on industries, particularly in advertising and labor productivity.

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