Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Are Nvidia and Tesla on a collision course?

Jan 13, 2025

01:56:53

(01:59) Discussion on current AI trends and emerging key topics.
(03:16) Highlights from Jensen's CES conference and its industry implications.
(05:32) Examination of NVIDIA's dominance in AI hardware and software.
(09:22) Analysis of the Tesla-NVIDIA relationship as competitors and collaborators.
(14:05) Market reactions and technical analysis of recent industry developments.
(22:07) Tesla's strategic market positioning and associated challenges.
(30:19) Exploration of Elon Musk's broader ambitions across sectors.
(38:25) Amazon's Project Kuiper and the evolution of satellite constellations.
(39:48) Disruption in the telecom industry driven by satellite internet innovations.
(44:41) Big Tech's growing influence on political decisions and regulatory policies.
(48:43) Future prospects for robotics and advancements in humanoid technology.
(52:51) The US-China tech competition and its impact on global supply chains.
(01:02:12) Insights into DeepSeek and China's innovations in AI technology.
(01:17:41) Analysis of US-China trade policies and their effect on tech sectors.
(01:18:16) China's technological advancements and their global implications.
(01:19:45) The role of Elon Musk in shaping US-China tech relations.
(01:20:18) Cybersecurity concerns and their influence on global technology landscapes.
(01:21:28) Exploration of AI's future and its impact on global innovation.
(01:22:07) The US-China innovation race and its geopolitical significance.
(01:24:52) The rise of distributed intelligence and its role in global innovation.
(01:31:49) The competitive landscape in AI between Google and OpenAI.
(01:39:27) Advancements in wearable technology and future opportunities.
(01:51:35) Growing energy demands and their implications for data centers.
(01:54:46) Concluding thoughts on future industry trends and innovations.