In this episode, Dave Ahern and special guest Eric Bleeker from 24/7 Wall Street and the AI Podcast delve into the transformative world of artificial intelligence (AI).
The discussion expands on the evolution of AI, emphasizing Nvidia’s milestones and breakthroughs in deep learning and neural networks. They highlight the dramatic advancements and potential disruptions AI brings to fields like coding, data centers, and software development.
Eric explains the new scaling laws and reasoning models that promise to revolutionize AI further. They explore investment strategies in the AI sector, including major tech players and emerging picks and shovels in the supply chain. Concluding with practical applications of AI in everyday life, this episode offers a comprehensive overview of the AI industry.
00:00 Introduction and Guest Welcome
00:27 Eric's Journey into AI
04:08 The Rise of Nvidia
06:34 Deep Learning and AI Breakthroughs
11:56 Scaling Laws and AI's Future
17:53 Global AI Investments and Market Reactions
24:14 Understanding Reasoning Models
25:44 AI's Astounding Progress in Reasoning
26:07 The Future of AI in Coding and Beyond
29:20 Investing in AI: Key Players and Strategies
31:11 AI's Impact on Various Industries
45:34 The Role of AI in Personal and Professional Life
48:48 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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What do Dave and Andrew recommend?
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