Wall Street Wildlife Investing Podcast E83: AI Has Arrived, What Comes Next?
🤖 The AI Paradigm Shift: Beyond Resource Optimization - Krzysztof takes us on a philosophical journey through history's technological eras, from Greek substance thinking to medieval God-centered worldviews, to our current technological age where everything is seen as a resource to be optimized. What happens when AI makes this optimization obsolete?
🧠 From Human Resources to Human Flourishing - In a world where AI handles efficiency and productivity, how do we transition from viewing people as resources to prioritizing human wellbeing? We explore investment opportunities in this fundamental shift.
🚗 Post-Scarcity Society & Universal Basic Income - what happens when AI eliminates most jobs. Will we become a society of creators, educators, and capital allocators? How do investors prepare for a world where traditional employment models collapse?
📚 Philosophy Meets Investing - Why understanding Heidegger's critique of technological thinking might be crucial for spotting the next big investment opportunities. The best investors go where things are heading, not where they've been.
⚠️ The Entertainment Trap - David Foster Wallace's prescient 1995 vision of society entertained to death, and how Google's Veo-3 video generation could create the ultimate attention-capturing entertainment that we literally cannot turn off.
🏥 Oscar Health Deep Dive - Krzysztof explores $OSCR, a tech-first insurance platform putting human wellbeing at the center of healthcare. Strong financials, 2M+ members, but facing existential risk from potential ACA reform under the Trump administration.
⚛️ Quantum Computing Reality Check - Luke picks up the short banner on quantum computing companies, buying puts on Rigetti $RGTI. Why this sector is "3D printing on steroids" - a massive bubble built on science fiction rather than simply a sequence of engineering challenges.
🌍 Sicilian Adventures & Motorcycle Philosophy - From navigating tiny Italian streets to the broader question of how we experience the world - on two wheels versus enclosed in "glass boxes."
Segments:
00:00 Introduction
07:20 AI Doom and Philosophical Framework
24:12 The Future of Work and Human Purpose
37:57 Oscar Health Stock Analysis
54:18 Quantum Computing Short Position
01:09:56 Closing Thoughts
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If you want to see our furry faces, this podcast is also available on YouTube at https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1
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Find more episodes of the podcast at wallstreetwildlife.com where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:
Wall Street Wildlife is also on Instagram @wallstreetwildlife
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Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube
https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r
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https://www.portseido.com/?fpr=lukehallard
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Monkey’s “Zen, Nietzsche, How to Live” Substack:
http://firephilosophy.substack.com
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Disclosure: Wall Street Wildlife hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation
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