Let’s Talk Future™ - An Oppenheimer Podcast cover image

Let’s Talk Future™ - An Oppenheimer Podcast

The AI Gold Rush Revisited: 2024 and Beyond

Jan 25, 2024
The podcast discusses the vast landscape of generative AI and its potential for the market, economy, and society. It highlights continued improvements in AI performance, monetization expectations, and big themes in 2024. The importance and potential of generative AI in driving productivity growth is explored, along with top picks for investing in AI in the semiconductor space. Nvidia's valuation and stock performance are analyzed, and leading companies in AI infrastructure, including Microsoft, are discussed.
21:44

Podcast summary created with Snipd AI

Quick takeaways

  • Generative AI is predicted to drive 20% to 40% of global GDP's incremental productivity growth in the next decade.
  • Investments in AI infrastructure are expected to drive revenue growth for tech giants like Microsoft, despite potential supply constraints.

Deep dives

Generative AI as a Century-Defining Technology

Generative AI is compared to electricity and the high-powered steam engine in terms of its significance. It is predicted to drive 20% to 40% of incremental productivity growth for global GDP in the next decade.

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner