Many investors think A.I. is new but it’s been around for decades, notes David Trainer. He and Mark Beccue discuss what investors need to know about A.I. They analyze A.I. regulatory issues. Trainer mentions that it will take time for regulators to become comfortable with the technology, and A.I. tech development is much more difficult than many investors realize. They then look at the future of A.I. and large language models. Beccue highlights that most value and revenue for A.I. vendors won’t be in selling LLMs, but rather helping companies manage and leverage data. He also outlines how Microsoft (MSFT) has been an A.I. leader before OpenAI and they’re expanding their value without OpenAI. Tune in to find out more about the stock market today.
The Watch List
10 Jan 2024
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