E5: Where's the recession? Westworld is coming thanks to generative AI, Mad Men ties up with AI
Description
Donnovan Andrews, Tom Lee, co-founder of Fundstrat and FSInsight, and Chi Tsang, Managing Partner of m1720, discuss Asian investors buying US tech stocks and why the US economy is slipping into expansion, not recession. Generative AI is a step-change for online gaming, non-player characters will be unscripted, and games could have infinite levels and no pre-set plot. Holodeck was fun. Westworld was deadly. Ad agencies to deploy AI to sell us more detergent.
Holidays are approaching and the tree is going up! Fun facts of the most famous tree in NYC. In this episode, Donnovan Andrews, Tom Lee, co-founder of Fundstrat and FSInsight, and Chi Tsang, Managing Partner of m1720 discuss how the market is running higher despite naysayers. Are investors...
Published 11/20/23
X feed blowing up over AI. Techno-optimist manifesto promises tech and free markets will bring save us all. Biden issues EO to protect us from AI. UK hosts AI Safety Summit although all top AI firms are American. Does AI need to be regulated? Now? Will regulation foundation models stifle...
Published 11/08/23