Episode Details
| Title | OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war |
|---|---|
| Date | 9/27/2024 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $AIAGENTS - AI agents are expected to be a significant opportunity in the SaaS space, with an announcement anticipated soon. This represents a potentially lucrative area for software as a service in the AI industry.
- “I think we'd expect an announcement pretty soon about agents. And if you think about business value, you know, we think a lot about this is, like, where's the SaaS opportunity in in all this, the software as a service opportunity, it's gonna be in agents.” - Chamath (20:05)
- 🟢 $ARTISANAL - 🔒
- 🟢 $DEFENSE - 🔒
Bearish:
- 🔻 $ANALYSTS - 🔒
- 🔻 $SAAS - 🔒
- 🔻 $EDU - 🔒