How to Invest in the AI Revolution - Palantir, Genomics, Tesla w/ Will Summerlin Part 2 (Ep. 330)

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 Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. Buying a Tesla? 🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556 ☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556 Videos: Tesla ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QkDHJ5hbv5rMvpRse9C-re SpaceX Starlink ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QrcuyoiO1tjQs_yzer72EI Square ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9Q3PIw2JOQr4qoL_fSrIZA7 Lemonade ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9StEd21tlQBndopSTek8iAZ Company Analysis Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QMjeqM7he4G7FLhI88ZXdo Interviews: https://www.youtube.com/playlist?list=PLfibpgBinf9QdC6pEaycZvv3pGyvEbO8P Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768