The Intertwined Finances of AI

It’s all AI this week, as there isn’t much jobs/inflation news amidst a government shutdown. We’ll start with OpenAI’s AMD investment and focus on the implications of circular, vendor financing in the AI sector. We’ll explore similarities to the dot-com boom, market sentiment from the “intelligent”, and investing at all-time highs, and discuss how crazy it is to look at the top 10 companies just 10 years ago.

Key Takeaways

[00:17] - Looking at vendor financing in the AI world

[07:13] - How AI is affecting the job market

[10:13] - We’re always optimistic long-term. Here’s why we’re optimistic short-term

[13:22] - Looking back at the top 10 companies just 10 years ago

View Transcript

Links

Seeking Alpha: AMD-The OpenAI Deal Is A Real Game Changer To Savor

WSJ: The Unofficial Jobs Numbers Are In and It’s Rough Out There

Zaccardi: This bull market could go a lot longer and a lot higher JPMAM

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Doug Stokes

Greg Stokes

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