Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
NCI: Winners & Losers In The AI Race w/ Michael Parekh, Ex-Goldman Sachs Partner
00:00 Introduction to Non Consensus Investing and Guest Introduction
01:45 Deep Dive into AI, Semiconductors, and Social Change
29:50 Exploring the Future of AI and Humanoids
50:35 The Evolution of Operating Systems and AI Integration
54:19 Exploring the Complexities of Voice Control and AI Investments
54:49 The Reality of Full Self-Driving Technology: Hype vs. Progress
57:33 The Future of AI and Self-Driving: Challenges and Predictions
01:06:14 AI's Impact on Job Creation and the Gig Economy
01:09:31 The Battle for AI Supremacy in Search Engines
01:16:22 Energy Demands and Nuclear Power: A Global Perspective
01:23:05 Unpacking the Geopolitical Implications of AI and Technology
01:31:41 The Potential of Unbundling in Tech for Innovation and Growth
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