Bloomberg Technology
Ubisoft Jumps on Buyout Reports, EU Tariffs on Chinese EVs
Oct 4, 2024
Vinod Khosla, Founder of Khosla Ventures and an early investor in OpenAI, shares his insights on the evolving landscape of AI and its potential. He compares the rapid rise of AI to the internet boom of the '90s, spotlighting investment opportunities in semiconductors and cloud infrastructure. Discussion shifts to the turmoil in the EV market as the EU plans hefty tariffs on Chinese electric vehicles, potentially igniting trade conflicts. Khosla emphasizes the importance of trust in AI's future as it continues to transform industries.
42:36
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Quick takeaways
- Ubisoft's stock soared amid buyout interest from Tencent and its founders, reflecting investor confidence despite the company's recent challenges.
- The EU's tariff decision on Chinese electric vehicles could lead to significant shifts in market dynamics while promoting local manufacturing initiatives.
Deep dives
Investing in AI Exposure
Investors are seeking ways to gain exposure to the AI trend, particularly with key players being privately held companies. The ongoing AI craze has made it challenging for investors to find publicly traded options that participate in this growth. For instance, analysts point out the rising importance of AI in various sectors, suggesting that investing in the infrastructure and support systems for AI development—commonly referred to as the 'picks and shovels' of AI—could be a strategic avenue. This approach highlights how companies producing specialized hardware and software for AI applications may offer significant investment opportunities.
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