AI, Semiconductors, and the Robotic Frontier

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(00:00:00) Welcome to Invest Like the Best

(00:04:42) The Magnificent Seven and Tech Competition

(00:06:29) Generative AI and Scaling Laws

(00:08:36) Challenges in AI Infrastructure

(00:15:02) The Future of AI and Data Centers

(00:17:51) Efficiency in AI Models

(00:35:14) Synthetic Data and AI Training

(00:42:37) Inference and the Role of Smartphones

(00:48:35) Investment Implications in AI

(00:49:09) Opportunities for New Companies

(00:51:20) Challenges at the Application Layer

(00:52:25) AI's Impact on Advertising

(00:53:40) AI ROI Debate

(00:54:39) SaaS Metrics and AI Disruption

(00:55:59) AI-First Application Companies

(01:00:50) The Future of Robotics

(01:14:01) Leadership in Tech Giants

(01:24:05) The Evolution of Investing