Dumb Money Live cover image

Riding the AI Money Train

Dumb Money Live

00:00

Nvidia Wins No Matter What

I would rather stay with the obvious plays that don't have to have a winning product. Tesla potentially wins big with their humanoid play, right? But they have to execute in a lot of different ways. Nvidia is just there like when the entire enterprise world says, you know what, we're going to invest 25, 30% of our R&D on AI over the next five to 10 years. Who is guaranteed to win Nvidia?

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app