Andrew J Scott’s Post

Excellent Q1 #earnings results and S&P 500 performance for the first half of the year could be setting us up for a nice second half – assuming some “ifs” come true. But what about the global investing front? #LPLResearch discusses in this week’s #LPLMarketSignals podcast.

In the latest LPL Market Signals podcast, LPL strategists recap a strong week for the Nasdaq Composite thanks to chip giant NVIDIA (NVDA), discuss the outlook for global investing amid a challenging geopolitical crosscurrents, and recap a strong first quarter earnings season. https://lnkd.in/gjCd-gJZ

In the latest LPL Market Signals podcast, LPL strategists recap a strong week for the Nasdaq Composite thanks to chip giant NVIDIA (NVDA), discuss the outlook for global investing amid a challenging geopolitical crosscurrents, and recap a strong first quarter earnings season. Read more: https://lnkd.in/eaE5gYyF

In the latest LPL Market Signals podcast, LPL strategists recap a strong week for the Nasdaq Composite thanks to chip giant NVIDIA (NVDA), discuss the outlook for global investing amid a challenging geopolitical crosscurrents, and recap a strong first quarter earnings season.

“Generative AI has been a real step change in the ability to democratize technology.” As Chief Operating Officer at CPP Investments, Jonathan Webster is on the front lines of the technological change reshaping global investing.     Read his thoughts on how technology can be connected to value creation in this excerpt from his interview with the Technovation podcast. https://lnkd.in/gzrEpjJY

ALPHA Camp 宣布熄燈、Sony 正協議買下角川、哈佛研究證實 AI 在搶工作【塞掐 Side Chat】E293 Hey everyone! Exciting news from our latest blog post! In this week’s update, we discuss ALPHA Camp's announcement to pause operations, highlighting the impact on Taiwan's tech talent landscape. Plus, recent research from Harvard reveals that generative AI is starting to take over jobs—what does this mean for the future of work? We also cover Sony's ongoing negotiations to acquire Kadokawa, Perplexity's bold move into e-commerce with a new AI shopping feature, and Taiwan's plans to impose taxes on Bitcoin transactions. Lastly, NVIDIA has launched ALCHEMI NIM microservices, which is set to accelerate research in electric vehicle battery and solar panel materials. Join us for our podcast, "Side Chat," every Wednesday and Saturday, and stay updated on the latest tech trends! For more details, check out the full blog post here: https://ift.tt/1mp3rHA

Data is no longer the new oil. AI/AR/VR/XR is but it’ll require major resources. Sam Altman, co-founder of OpenAI said, “Compute is going to be the currency of the future. It will maybe be the most precious commodity in the world. And we should be investing heavily to make a lot more compute.” Particularly, because so much of this coming future will be done in or near real-time. Challenges will be supplying energy, data center construction, and supply chain (mostly for chip fabrication). To make this happen Microsoft and OpenAI will team up to build “Stargate,” a $100 Billion data center in the US by 2028. When is the last time you’ve heard of a $100B project, especially one that will be completed in a very short amount of time? Imagine the energy needed for that. Don’t worry. Sam Altman happens to be a major investor in Helion, a company developing next generation nuclear fusion technologies. If you think AI is a fad or just “something over there” that doesn’t mean anything to you and your business, think again. And don’t forget - all this helps you optimize your data. Checkout Lex Fridman’s interview with Sam Altman about the future of AI. https://lnkd.in/eFin5QeY #AI #datacenters

DeepSeek AI (not to be confused with Mr. Meeseeks) making waves today. For a smart read on it, check out Stacy Rasgon on Bloomberg #Surveillance (~24 min mark in the podcast). Love the reference to Jevons paradox! In short, just because DeepSeek cut the computer power needs of their model, doesn’t mean the AI capex of the Mag7 is overdone, nor were they blindsided by the approach. Nice to hear someone keeping steady keel. For the uninitiated, Jevon’s paradox occurs when technological advancements make a resource more efficient to use (thereby reducing the amount needed for a single application), however, as the cost of using the resource drops, overall demand increases causing total resource consumption to rise. Jevons pioneered marginal utility theory. https://lnkd.in/dewPB8KQ

Great discussion with Bodil Johanne Gantzel and Lau regarding the opportunities of investing into AI. Here are three recommendations of what to consider when investing: 1. Keep an eye on which technologies the big tech companies develop, acquire and invest in, as this will give them a competitive advantage, e.g. Google, Microsoft, Nvidia and Amazon are investing into a lot of young AI startups. 2. Invest in IPOs of emerging AI companies or join venture funds that invest in early stage companies. 3. Select listed companies that are good at implementing AI technology, e.g. Amazon, Microsoft, ServiceNow, Instacart, etc.

This will be my listen on the way home today. If you haven't heard Reggie Babin talk about #AI policy and the long-tail implications of AI (things like where, exactly, is the electricity for all that computing power going to come from?), you should probably check it out too.