Jason and Jeff chat about the "circular" AI deals, whether AI stocks are just hype, and what it would actually take for this bubble to keep inflating.
In this episode, we ask:
Are AI stocks dangerously overvalued?
What are these "circular deals" between companies like Nvidia, AMD, and OpenAI?
Is this AI rally just like the dot-com bubble?
Will AI lead to massive job losses, or will it just change what our jobs look like?
Where will all the energy come from to power AI? (And what does this mean for nuclear power?)
How we're thinking about investing and building a resilient portfolio right now.
00:23 Exploring the AI Bubble
00:56 Pitching the Premium Plan
03:38 Market Crash Expectations
06:33 AI's Impact on the Market
15:55 Energy and AI: A Symbiotic Relationship
22:41 The Future of Jobs in an AI-Driven World
26:16 AI's Impact on Employment and Economy
27:08 Amazon's AI Evolution with Alexa
28:05 AI's Role in Business and Education
33:34 AI's Influence on Market and Investments
37:10 Future of Top Companies and AI
42:06 Investment Strategies Amid AI Uncertainty
Companies mentioned: ADBE, AMD, AMZN, ASML, LMND, NOK, NOW, NVDA, TSM
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