Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
Introduction
00:00 • 4min
Chat GPT - Can We Charge the Attorney Money?
03:47 • 3min
Chat GPT - It's Pretty Mind Blowing
06:28 • 2min
The Generational Investing Opportunity
07:59 • 3min
Is This an Inevitability?
10:49 • 2min
Is OpenAI Getting the Bandwidth You Need?
13:00 • 2min
The Best Way to Invest in AI This Year
14:54 • 2min
The Inverse Kramer ETF Is the Obvious Choice, Right?
17:18 • 2min
NVIDIA AI Chips
19:00 • 2min
Palantir - The Number Two Stock That I've Never Owned
21:18 • 3min
Using AI for Uber
24:38 • 3min
The Leader in Medical Devices Built on AI Is Medtronic
27:15 • 5min
Nvidia Wins No Matter What
32:44 • 2min
Is Nvidia Going to Have the Most Leverage?
34:22 • 2min
Observe Ability Company - Dynatrass Vability Company
36:17 • 3min
Early Stage Tech
39:29 • 3min
Google Is Generating 90% of Their Revenue From Search, Right?
42:02 • 2min
Google's AI Is at Risk of Displacement, Right?
43:55 • 2min
Is There a Risk That Google Is Doing Nothing?
45:36 • 4min
Is Google's AI Bot Going to Invent New Industries?
49:18 • 2min
Google's AI Blog Has a Huge Right
51:11 • 5min
Is Lululemon Taking a Hit Right Now?
56:03 • 4min
Those Thumbs Up That Just Came In
59:51 • 3min
3D Printing Housing Construction Plays Too Speculative
01:02:45 • 4min
Crocs - Are You 70?
01:06:18 • 6min