Episode Details

Martin Casado - Entering Uncharted AI Territory - [Invest Like the Best, EP.381]
7/9/2024
Invest Like the Best with Patrick O'Shaughnessy

Key Insights

Bullish:

  • 🟢 $AI - Discussing the potential of AI in various domains including creativity, emotional connection, and content creation.
    • I think the actual bitter lesson in computer science is that everything is a sigmoid. And you have these exponentials and people get super excited, then it flattens off. And then you have another unlock and everybody's excited, then it flattens off. And who knows? I'm not saying we are, but it very well could be the case that things flatten off now, and that's great. We've got more problems with tackle. Let's go tackle them.” - Martin (0:00)
    • I think it's a great fit for the emotion companionship. I think it's a great fit for the creativity problem. I think it's a great fit for the language reasoning problem.” - Martin (0:00)
    • So one way to think about this current AI wave is the marginal cost of content creation is going to 0.” - Martin (0:00)
    • A lot of the problems that solves are problems we haven't solved in computers, like creativity and the emotional connection.” - Martin (0:00)
    • I think we're gonna have this creative social explosion as opposed to a, oh, we've solved an enterprise automation problem.” - Martin (0:00)
    • A great example of this is, let's say that I wanted to create a likeness of myself that looks like a Pixar character.” - Martin (0:00)
    • So a way to think about this is I work with a number of lawyers. Let's say, I pay them $700 an hour, and they do very smart things. But a lot of these are language reasoning things.” - Martin (0:00)🔒
    • The closer you get to a model that's just trained on data, created by humans, the more economically viable the company is because, a, that data is what humans want.” - Martin (0:00)🔒
  • 🟢 $NVIDIA (NVDA) - 🔒
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  • 🟢 $OpenAI - 🔒
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  • 🟢 $Ideogram - 🔒
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  • 🟢 $Character AI - 🔒
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  • 🟢 $Mistral - 🔒
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