Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
WOYM: OpenAI, CoreWeave, Nuclear and Agentic AI
(00:00) Introduction
(00:31) Guest Introduction: Michael Parekh
(01:32) OpenAI: Current State and Challenges
(06:05) AI Industry Insights and Comparisons
(10:11) Investor Perspectives on OpenAI
(11:43) AI Investment Landscape
(28:15) Meta's AI and AR Innovations
(40:28) The Commodification of Memory and Interlinks
(40:46) Power and Nuclear: The Next Big Thing
(45:16) The AI Boom and Its Impact on Utilities
(48:17) The Future of SaaS in an AI-Driven World
(50:50) The Role of AI in Enterprise and Productivity
(01:00:36) Regulatory Challenges and Market Dynamics
(01:04:19) The Telecom Bubble and Lessons for Today
(01:14:38) The Rise of Agentic AI
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