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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NCI: Winners & Losers In The AI Race w/ Michael Parekh, Ex-Goldman Sachs Partner