What podcasts say about AI investments
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about AI investments
15 statements · 8 positive · 5 negative · 1 mixed · 1 neutral
Underinvesting in AI risks falling behind competitors.
“the risk of not doing it is that you fall combined in a very competitive space”
Open the episode · Why The S&P Just Hit A Record High — Despite Soaring YieldsListen at 13:19
AI investment will broadly advance the economy and productivity.
“I believe the latter is going to take place.”
Open the episode · Le Chonk, Buffett Discovers YouTube, The Case Against AI Job Doom | Greg Fleming, TJ Parker, Joowon Kim, Rick Dungey, Dylan Field, Hardik KabariaListen at 1:07:38
AI investment is not currently near an excessive-capital bubble stage.
“We are not anywhere near that right now.”
Open the episode · Cathie Wood: How to Invest in a World Moving This FastListen at 35:45
Investors should diversify into positions resilient if AI-related assets decline.
“maybe make sure you're also contributing to some positions that, you know, will keep going if AI hits the wall.”
Open the episode · Apple finally folds, Pimp My Portfolio with Henry Jennings & why $10 a week in Super mattersListen at 24:18
A downturn in AI-related investments would hurt concentrated portfolios.
“if that sinks or it stumbles, and we've seen stumbles recently, you know, you're going to suffer.”
Open the episode · Apple enters a new era, Super September is back & Pimp My Portfiolio with Henry JenningsListen at 31:23
Most AI-related capital investment will fail to generate successful outcomes.
“Will most of that not work out? Well, I'm pretty sure that's going to be the case.”
Open the episode · Andrew Page on small caps, AI & changing his mind on BitcoinListen at 31:43
AI investment spending exceeds relative spending in earlier railway and dot-com bubbles.
“now more money has been spent in relative terms in AI than in previous bubbles like railways and the dot-com”
Open the episode · Replace your salary with dividend income with Dr. Don HamsonListen at 35:30
It is uncertain whether massive AI investment will earn adequate returns.
“it's very hard to see that. whether you can get a decent return on it.”
Open the episode · Replace your salary with dividend income with Dr. Don HamsonListen at 36:14
Investors should avoid timing AI-related positions monthly or quarterly.
“try not to time this on a monthly or quarterly basis”
Open the episode · AI investors are getting nervous. Should they be?Listen at 45:35
The UK ranks third globally for AI investment and spending.
“we've got the 3rd highest AI investment and spending in the world”
Open the episode · S11 Ep93: The Sunday Roast, Mid-Summer Special featuring African Pioneer, Poolbeg Pharma, Technology Minerals, Talon Resources and Ajax Resources plc #AFP #POLB #TM1 #TAR #AJAXListen at 4:57
AI experimentation can coexist with enormous net value creation.
“it doesn't mean that the net value isn't enormous”
Open the episode · Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsListen at 5:15
Investors question whether massive AI investments at high valuations are justified.
“whether those massive investments into sky high valuations are justified”
Open the episode · ASML Falls, Shell Up, Saab GainsListen at 2:15
David predicts AI investments will ultimately demonstrate economic returns.
“I'm optimistic that it is going to be proven out”
Open the episode · Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI BoomListen at 1:10:17
Higher employer National Insurance increases incentives for businesses to invest in AI instead of hiring.
“I'd be ploughing money into AI to avoid employing anybody. The incentive here to invest more in AI is heightened”
Open the episode · IC038 AIM Market and Budget ImpactsListen at 4:01
Higher employer National Insurance would encourage businesses to invest in AI instead of hiring.
“I'd be ploughing money into AI to avoid employing anybody.”
Open the episode · IC038 AIM Market and Budget ImpactsListen at 4:01
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.