MH+ Ep.38 Schumpeter's Dream (guest: Paul Krake)
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- čas přidán 14. 05. 2024
- On this weeks Huddle +, Kevin welcomes back to the show, founder of View From The Peak, Paul Krake. They discuss the evolving landscape of AI, the energy transition, and the innovative fuel sources that could support it.
Check out: www.viewfromthepeak.com
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The contradictions were numerous
"we can do drug trials algorithmically" is where i zoned out.
Only thing I would add is US companies also have the high multiple valuation compared to peers & lower cost debt to be able to take out the competition. Plus the state supports the market as it's a meaningful tax source. Rim licker.
cheap renewable eneryg 🤣
"Rough crowd, Johnny!"
AI driven wage push service inflation...
He has no clue about drug trials, you can’t pre calculate side effects before the trial. 😮
he doesn't need to have a clue, he's selling a newsletter 😂
20 minutes into this and didn't hear anything I hadn't already heard numerous times from others. No unique insights here.
Electrification by wind and solar? Tesla worst performing stock this year, public abandoning EVs, wind farms are being abandoned... The future is more oil, natgas and nuclear. AI is yet to prove itself as something truly useful and profitable.
Boring interview. Financial analyst who writes drivels on Mag7 hype discovers text generation could replace him is not equivalent to new drugs discovery being automated by text generators. People not in the AI/ML field do not seem to understand that GPT is not new - the only innovation has been the "chat" interface introduced last 2 years. Ergo, the companies that have been trying to make money and automate their process using AI have been using GPT models for the past 7-10 years! We will learn over the years just like crypto hype... the devil is in the edge-cases. Like automated money and crypto speed running why banking regulation exists, we will learn cases why humans are needed in seemingly easy processes like customer service, legal and insurance.
disappointing guest