Invest Like the Best with Patrick O'Shaughnessy

Gavin Baker - AI, Semiconductors, and the Robotic Frontier - [Invest Like the Best, EP.385]

922 snips
Aug 27, 2024
Gavin Baker, managing partner and CIO of Atreides Management, shares his expertise on AI and semiconductors. He discusses the fierce competition among major tech giants for AI dominance and the challenges inherent in innovative technologies. Gavin dives into the evolution of data centers and the importance of efficiency in AI development. He also explores the transformative potential of robotics in various industries, particularly through Tesla's advancements. Lastly, he emphasizes the changing landscape of investment strategies influenced by AI.
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INSIGHT

Existential AI Competition

  • The Magnificent Seven tech companies now directly compete due to general-purpose AI.
  • This competition is existential, as winning the AI race is seen as crucial for survival.
INSIGHT

AI's High Marginal Costs

  • Scaling laws in AI mean continuous improvement requires significantly more spending.
  • Companies prioritize infrastructure efficiency due to AI's high marginal costs.
ANECDOTE

Kids Using ChatGPT

  • Patrick O'Shaughnessy's children use ChatGPT for everything, even over traditional search.
  • They represent a shift where younger generations prefer answer engines over search.
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