Today we’re sharing an episode of The Riff podcast where Erik Torenberg and writer- investor Byrne Hobart discuss the future of AI & education, analyze several companies including Stripe's shift towards unbundling, and the possibility of 24-hour markets.
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LINKS:
“The Riff” podcast:
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FOLLOW ON X:
@eriktorenberg (Erik)
@ByrneHobart
@turpentinemedia (Turpentine)
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TIMESTAMPS:
(00:00) Intro
(01:05) AI's Impact on Education
(03:33) AI in Self-Directed Learning
(06:22) Tech-Enabled Education and Its Challenges
(14:40) Byrne’s Take on Kids and Schooling
(17:46) Sponsor: Brave
(18:48) Meta's AI and Social Media Strategy
(22:46) Meta's Financial Strategy and the Metaverse
(27:03) Meta's AI Strategy and Its Competitors
(30:46) Microsoft's AI Strategy
(30:52) The Android vs. Apple Analogy
(31:41) Google's Commercial Leverage
(32:11) The Importance of Data in AI
(33:09) Meta's Open Source Dilemma
(33:58) Microsoft's Data Privacy Concerns
(34:16) The Uncertainty in AI's Future
(34:47) The Role of Ads in Business Models
(36:40) Amazon and Grocery Store Economics
(41:11) The Future of Email Ad Networks
(43:17) Investment Strategies and Market Dynamics
(47:42) China's Economic Challenges
(50:19) Stripe's Business Evolution
(54:37) 24-Hour Stock Markets
(59:04) Wrap
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