1 hr 39 min
NCI: Winners & Losers In The AI Race w/ Michael Parekh, Ex-Goldman Sachs Partner Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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- Investing
This episode of Non Consensus Investing podcast, hosted by Ram Ahluwalia of Lumida Wealth, features insights from retired Goldman Sachs partner Michael Parekh on the future of AI, its implications on society, investment, and the competitive tech landscape. The conversation spans AI's role in geopolitics, its influence on search engines, and the transformative effect on various industries, highlighting the race among tech giants like OpenAI, Google, and Meta. Special focus is given to the potential of humanoids, robots, and Full Self-Driving technology alongside AI-driven shifts in market dynamics, advertising revenue models, and the energy sector. The dialogue also tackles the resurgence of nuclear power, semiconductor competition, and the importance of open versus proprietary AI systems in fostering innovation and addressing global challenges, such as clean energy and the U.S.-China technology rivalry.
This episode of Non Consensus Investing podcast, hosted by Ram Ahluwalia of Lumida Wealth, features insights from retired Goldman Sachs partner Michael Parekh on the future of AI, its implications on society, investment, and the competitive tech landscape. The conversation spans AI's role in geopolitics, its influence on search engines, and the transformative effect on various industries, highlighting the race among tech giants like OpenAI, Google, and Meta. Special focus is given to the potential of humanoids, robots, and Full Self-Driving technology alongside AI-driven shifts in market dynamics, advertising revenue models, and the energy sector. The dialogue also tackles the resurgence of nuclear power, semiconductor competition, and the importance of open versus proprietary AI systems in fostering innovation and addressing global challenges, such as clean energy and the U.S.-China technology rivalry.
1 hr 39 min