RiskReversal Pod Jeff Richards on the AI Revolution: Winners, Losers & Investment Opportunities
Feb 12, 2025
Jeff Richards, Managing Partner at Notable Capital, dives into the dynamic world of tech investments. He offers insights on the future of major players like NVIDIA and Microsoft, highlighting how AI drives efficiency and disrupts traditional jobs. The conversation touches on the impact of interest rates on housing and private markets, while exploring exciting opportunities in small-cap tech firms. Jeff also discusses the evolving landscape of autonomous vehicles and the anticipation of upcoming IPOs in the AI sector, emphasizing innovative leadership's role in success.
AI Snips
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Transcript
Episode notes
AI Costs and Adoption
- Investors reacted negatively to DeepSeek's news, which lowered AI model costs.
- Silicon Valley viewed this as positive, signaling wider AI adoption due to affordability.
Tech Investment Comparison
- Current tech infrastructure investments are substantial, exceeding dot-com levels.
- Unlike dot-com, companies now build for existing markets with established demand.
Small-Cap Software Opportunities
- Look beyond large-cap tech for AI opportunities; small-cap software is promising.
- Focus on companies valued between $2 and $10 billion where AI drives revenue and margins.