Investing Experts

Is Nvidia in a class of its own? Cameron Fen with James Foord

Jun 29, 2023

27:52

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Episode notes

Introduction

3min

The Commercial Implications of Large Language Models

6min

The Economic Unviability of Chat GPT at Scale

3min

NVIDIA's Growth Story

4min

AMD, Google, and NVIDIA: Which Is the Best Position to Compete?

3min

NVIDIA's Valuation: Is It Too Expensive?

2min

How I Use Machine Learning to Improve Macroeconomic Models

2min

The Difference Between Causation and Correlation in Machine Learning

3min

How to Invest in Foreign Countries

3min

Cameron Fen talks to James Foord about artificial intelligence and its implications for businesses today.

(2:40) AI, large language models and commercial implications for big tech
(12:40) Is Nvidia in a class of its own?

Full episode originally published June 15, 2023 on The Pragmatic Investor.

Free trial for James Foord's The Pragmatic Investor

Episode transcripts on Seeking Alpha

A Data Scientist Explains Large Language Models And Implications For Businesses

Nvidia Bulls Are Way Overestimating AI GPU Demand

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Investing Experts

Is Nvidia in a class of its own? Cameron Fen with James Foord

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