47 分鐘
WOYM: Meta Llama 3, Productivity Boom, AI & Datacenters Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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- 投資
In this bonus episode of the Non-Consensus Investing Podcast, host Ram Ahluwalia, CIO at Lumida Wealth, is joined by Justin Guildar, COO at Lumida Wealth. They explore AI's role in shaping the future of business and society, as well as the evolving landscape of the auto industry. Insights into Meta's new AI breakthrough, the impact of AI on energy demands, the strategic significance of open-source AI, and the challenges facing the auto industry, particularly Tesla, are discussed. The conversation also touches on personal preferences in the EV market, highlighting a broader debate on technology's path forward. The dialogue is interspersed with personal anecdotes, reflections on the investment climate, and speculations on the societal implications of rapid technological advancement.
In this bonus episode of the Non-Consensus Investing Podcast, host Ram Ahluwalia, CIO at Lumida Wealth, is joined by Justin Guildar, COO at Lumida Wealth. They explore AI's role in shaping the future of business and society, as well as the evolving landscape of the auto industry. Insights into Meta's new AI breakthrough, the impact of AI on energy demands, the strategic significance of open-source AI, and the challenges facing the auto industry, particularly Tesla, are discussed. The conversation also touches on personal preferences in the EV market, highlighting a broader debate on technology's path forward. The dialogue is interspersed with personal anecdotes, reflections on the investment climate, and speculations on the societal implications of rapid technological advancement.
47 分鐘