Thoughts on the Market

The AI Agents Are Here

20 snips
Mar 11, 2025
Dive into the exciting future of AI as experts discuss its revolutionary impact on industries like tech, media, and automotive. Discover how companies like eBay and Salesforce are leveraging AI to transform operations. Get a glimpse of the advancements in autonomous vehicles, particularly with Waymo, and explore the rise of humanoid robotics. The shift from human-driven to self-driving cars is set to reshape daily life and entire industries, making this a must-listen for anyone curious about the future of technology.
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INSIGHT

Tariff Mitigation Strategies

  • Tech companies are mitigating tariff risks through pricing power and diversified manufacturing.
  • This shift moves away from China-centric production.
INSIGHT

Impact of Auto Tariffs

  • U.S. auto tariffs on Mexico and Canada could severely impact consumers with higher auto payments.
  • This could lead to a decrease in car sales due to affordability challenges.
INSIGHT

AI Evolution

  • AI conversations have shifted from general excitement to more concrete, business-specific applications.
  • Companies like eBay demonstrate this with AI features like 'Magical Listing' and 'Shop the Look'.
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