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Decoding AI's value stack and the future of tech | Michael Parekh (ex-Goldman Sachs, tech investor)

Jun 27, 2024
Former Goldman Sachs exec turned tech investor, Michael Parekh, discusses AI tech value stack, Apple's AI strategy, data in AI revolution, Tesla's ambitions, health in AI, Chinese EV manufacturers impact, small cap stocks, Amazon's acquisitions, and personal health data analysis.
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INSIGHT

AI Tech Value Stack

  • The AI tech value stack comprises chips, LLMs, cloud data centers, data, tools, and applications.
  • Data fuels AI models, differentiating this tech wave from previous ones like PCs and the internet.
INSIGHT

Data's Impact and Apple's Approach

  • Data in the AI era is like oil, but unique to each use case.
  • Apple's approach to data privacy, using it on devices without sharing, changes the AI industry.
ANECDOTE

Apple's Data Strategy

  • Apple has focused on data security, emphasizing it in commercials, preparing for the data wave.
  • They leveraged their data from 2 billion users to build an AI cloud and on-device AI.
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