Episode Details

Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]
2/18/2025
Invest Like the Best with Patrick O'Shaughnessy β†—

Key Insights

Bullish:

  • 🟒 $AIAGILITY - Companies that can quickly adapt to AI advancements will have a significant advantage, as the inability to change becomes increasingly detrimental in the rapidly evolving AI landscape.
    • β€œAnything that reduces your agility in any way, anything that prevents you from adapting or changing is a hundred x more painful than it's ever been before.” - Ravi (9:52)
  • 🟒 $AIADOPTERS - πŸ”’
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  • 🟒 $SMALLTEAMS - πŸ”’
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Bearish:

  • πŸ”» $AILAGGARDS - πŸ”’
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  • πŸ”» $HEADCOUNT - πŸ”’
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