Episode Details
| Title | Scott Wu - Building Cognition - [Invest Like the Best, EP.402] |
|---|---|
| Date | 12/17/2024 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $AIAGENTS - AI agents are expected to have widespread applications across industries, with software engineering being one of the first and most impactful areas.
- “I think agents in general are gonna really work everywhere. Code is one of the first for a lot of reasons” - Scott (51:31)
- 🟢 $NETFX - 🔒
- 🟢 $AI - 🔒
Bearish:
- 🔻 $LEGACY - 🔒