Investing Unscripted 140. This is What Risk Looks Like
In this episode, Jeff and Jason discuss the recent AI market shakeup with special guests Nick and Kasey Rossolillo of Chipstock Investor. The conversation revolves around the unexpected impact of DeepSeek's AI developments, which have caused significant shifts in AI-related stocks. The group explores why companies might spend heavily on high-end AI infrastructure, the potential long-term implications of commoditized AI, and the importance of maintaining a diversified investment portfolio.
Be sure to check out https://chipstockinvestor.com/
03:35 DeepSeek and AI Market Uncertainty
06:11 DeepSeek's Technological Impact
10:34 Big Tech's AI Investments
17:06 NVIDIA and Cloud Computing
27:17 The Evolution of Search Algorithms
28:14 Understanding Jevons Paradox in Technology
30:05 Real-World Examples of Technological Paradoxes
34:09 The Importance of Diversified Portfolios
42:08 The Future of AI and AGI
49:08 Long-Term Investment Strategies in AI
Companies mentioned: AMD, AMZN, CRM, EME, GOOG, INTC, ORCL, MSFT, NVDA, TSM
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