Dave Lee on Investing
How to Invest in the AI Revolution - Palantir, Genomics, Tesla w/ Will Summerlin Part 2 (Ep. 330)
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Dave Lee on Investing
How to Invest in the AI Revolution - Palantir, Genomics, Tesla w/ Will Summerlin Part 2 (Ep. 330)
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I’m joined by Will Summerlin, artificial intelligence analyst at ARK Invest as we discuss opportunities that Artificial Intelligence will create - Palantir, Crowdstrike, Genomics and more. (recorded on 5/20/21)
Will Summerlin on Twitter: https://twitter.com/summerlinARK
Timestamps
00:00 - Introduction
1:20 - Impact of the AI transformation
3:00 - Open AI GP3
9:20 - Concerns with Open AI GP3
15:25 - Cyber warfare and role of AI in nation states
21:30 - Will's previous startup
24:30 - Top AI security companies
26:35 - Crowdstrike
27:43 - How do you evaluate Palantir?
31:11 - What less obvious industries will be disrupted by AI?
34:55 - What fintech companies are using AI?
37:38 - What other outsized industries will be disrupted by AI?
40:40 - Biotech AI companies
44:00 - How did you get started with AI?
53:00 - No-code
56:35 - Painful transition time of AI taking jobs
59:00 - The wealth gap and AI
1:02:53 - AI bringing down technical barriers
1:05:20 - AI and social media
1:10:34 - Artificial general intelligence
1:13:37 - Best resources with keeping up with AI
1:14:44 - How did you join Ark?
1:22:00 - Conclusion
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