Wall Street Unplugged - What's Really Moving These Markets 'AI agents' will have a breakout 2025
Jan 8, 2025
Frank dives into the buzz from CES 2025, revealing insights about the economy’s health and the AI boom. He highlights NVIDIA's pivotal role in the AI landscape and discusses how AI agents are set to revolutionize businesses. Autonomous vehicles are spotlighted as clear leaders emerge in that sector. Amidst an atmosphere of increasing consumer debt and spending trends, predictions for the market in 2025 paint a complex picture. Plus, there's a surprising look at the rising popularity of insect consumption as a dietary trend!
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Booming Economy at CES 2025
- Frank Curzio describes the unexpectedly booming economy he witnessed at CES 2025.
- He recounts packed airports, crowded stores with shoppers carrying bags, and high hotel prices, despite predictions of a market crash.
Cutting the Line
- Frank Curzio recounts cutting a 25,000-person line for Jensen Huang's NVIDIA keynote.
- He describes the long line, his decision to cut it, and the surprised reactions of attendees.
NVIDIA's Grace Blackwell Superchip
- NVIDIA's Grace Blackwell superchip redefines scaling laws with 130 trillion transistors.
- This surpasses Taiwan Semi's prediction of 1 trillion, highlighting the rapid advancement of AI.