Episode Details
| Title | Scott Wu - Building Cognition - [Invest Like the Best, EP.401] |
|---|---|
| Date | 12/17/2024 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $AI - AI capabilities are rapidly advancing, with the potential to surpass human experts in competitive programming within the next 1-2 years. AI agents are expected to have broad applications across various industries, with coding being one of the first areas of significant impact.
- “I would imagine that we have AI that can beat Gennady [the world's best competitive programmer] in the next 1 or 2 years.” - Scott (18:22)
- “I think agents, in general, are gonna really work everywhere. Code is one of the first for a lot of reasons.” - Scott (51:35)
- 🟢 $SOFTENG - 🔒
- 🟢 $CLOUD - 🔒
Bearish:
- 🔻 $LEGACY - 🔒