
 Real Vision: Finance & Investing
 Real Vision: Finance & Investing Unlocking the AI Megatrend with Beth Kindig and Jordi Visser
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 Mar 31, 2024  Beth Kindig, CEO and lead tech analyst at the I/O Fund, joins Jordi Visser to discuss AI's explosive economic growth potential, finding winners in this theme, crypto's role in decentralizing AI, NVIDIA's impact on tech industry, and the shift from cloud-heavy to AI investments shaping future portfolios. 
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 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8  9 
 Introduction 
 00:00 • 4min 
 Insights on the Evolution of Artificial Intelligence Investments 
 03:47 • 4min 
 Exploring the Unprecedented Economic Impact of AI on Corporations 
 07:58 • 4min 
 Navigating the AI Megatrend in the Economy 
 11:52 • 15min 
 Exploring NVIDIA's Impact on Tech Industry and Future Trends 
 26:53 • 4min 
 AI Investments Shaping Future Portfolios 
 31:20 • 16min 
 Financial Results Announcement and Nvidia's Valuation and Future Potential 
 47:07 • 2min 
 The Impact of AI on Job Displacement and Industry Revolution 
 49:37 • 10min 
 Exploring AI's Disruptive Potential in Energy Solutions and Market Evaluations for Tech Stocks 
 59:45 • 6min 
