AI: Reset to Zero Video Podcast

The brief video summarizes the AI Tech Wave chart I refer regularly in my posts here on AI: Reset to Zero. It’s a framework I use to compare this tech wave like others before, like the PC, Internet and other technology waves, big and small.

It looks at a typical technology stack from hardware to software on the y axis against a time driven x-axis.

Here it is with the current major AI sectors and segments:

And here it is with some of the relevant public and private companies today.

It’s a framework that I used extensively at Goldman Sachs, where I founded and built the Internet Equities Research franchise in the 1990s.

Here are the PC and Internet charts by comparison.

The ‘Wintel’ winners in Microsoft and Intel are up top and right in Box 6.

Same with the Internet version, with different winners of course:

The reinforcement learning loops to Scale AI and the Data box no 4 are the two key differences.

Hope this serves as a useful introduction.

It’s meant as a framework for discussion and can get far more detailed in analysis of specific companies in their position at any time in the present and future.

Feel free to provide any comments and feedback. Thanks. Stay tuned.

And it’s a framework that has unique relevance in this AI tech wave, with the unique attributes of the ‘Reinforcement Learning Loops between Boxes 2 to 6.

Feel free to provide any comments, questions, and feedback.

Thanks. Stay tuned.

(NOTE: The discussions here are for information purposes only, and not meant as investment advice at any time. Thanks for joining us here)