Artificial Intelligence

Deepwater’s first annual Frontier Tech Survey measures the American public’s viewpoint on emerging technologies, including AI, Electrification & Automation, the Creator Economy, and Health-Tech. Key Takeaways: AI – General usage and awareness remains low; opinions are mixed when it comes…

3 Predictions for AI-Powered Stock Picking The quietest AI story of 2023: AI-powered stock portfolios trounced market benchmarks. If you’ve been following The Deload, you know I’m obsessed with using AI to try to beat markets. My summer experiment to…

The Era of Infinite Intelligence Superintelligent AI might solve all the world’s problems. It could cure cancer, eliminate human aging, create a world of abundance for all. Superintelligent AI might also prove completely uncontrollable and destroy humanity, whether intentionally or…

Google's been a little slow getting up to speed in the AI game. While the company's video preview of Gemini was edited, it still served as a reminder to investors that Google is one of three companies leading in the AI race. Gemini's capabilities are impressive given they are the most advanced display of multimodality, which brings text, voice, and images into the generative interface. Previously these models (GPT, Claude, Grok, Llama) have predominately been interacted with by text-only. By keeping pace with OpenAI, Google's in a favorable position to evolve Search and capitalize on generative AI.

Simple, Effective Hedge Funds Arthur Jones was a sociologist who studied at the Marxist Workers School in Berlin and later became a writer for Fortune magazine. At the age of 48, Jones created the world’s first hedge fund. It’s often…

NVIDIA reported impressive October results and raised guidance for January above Street expectations. Outside of the noise of the quarter, including China chip restrictions, Nvidia has no competition and remains the primary beneficiary of what will likely be a 5+ year AI infrastructure build-out.

The Inevitable AI Bubble AI will create one of the largest technologically driven bubbles of all time, and we’re only in the early innings. Breakthrough technologies always invite bubbles. Alistair Nairn describes the similar pattern of new technologies in Engines…

The Financial Times has reported that Jony Ive, Sam Altman, and SoftBank are in talks to build an AI consumer device, likely a wearable. My guess is this never sees the light of day, but given the players involved it's worth considering its impact. Apple is in a good spot given the strength of its ecosystem makes it difficult for a one-off product to sway Apple users. Samsung on the other hand would be more at risk.

Who’s the Best AI Stock Picker? I’ve been testing generative AI to build investment strategies aimed at beating legacy benchmarks. The scorecard has AI in the lead. In some cases, substantially: My process is consistent across strategies. I use ChatGPT,…

NVIDIA reported its second consecutive blockbuster quarter and guidance showing the AI theme is for real. Investors largely shrugged off the impressive results given expectations were high and the NVDA investment focus is shifting to how persistent the company's growth will be over the next few years. I believe they will continue to own the pole position in AI computing hardware at least through 2025. After that high margins will like bring in chip competition.

Show ChatGPT the Money How will Google and Bing monetize chat? Investors have pondered this question since ChatGPT roared into existence late last year. One answer is starting to become clear and probably isn’t that surprising: Ads. At least Bing…

AI Reality Black Mirrors Fiction Imagine Netflix made a TV show about how you were a terrible person. It captures all the moments where you were kind of a dirtbag. It recreates other events throughout your day that cast you…