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AI Investing: for the AI Investor
AI Investing: for the AI Investor
Author: AI Investing
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AI Investing is a forward-thinking podcast where financial experts and AI specialists converge to explore the dynamic world of artificial intelligence in the investment landscape. Each episode dives into how AI technologies are revolutionizing stock market strategies, portfolio management, and financial forecasting, providing listeners with cutting-edge insights and practical tips.
711 Episodes
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Jamie and Jaeden discuss Elon Musk's acquisition of XAI by SpaceX, exploring the implications of merging these companies, the innovative concept of building data centers in space, and the financial dynamics of SpaceX, particularly focusing on the revenue generated from Starlink. They delve into the potential benefits of lunar manufacturing and the strategic moves Musk is making in the tech landscape.
Our Skool Community: https://www.skool.com/aihustleGet the top 40+ AI Models for $20 at AI Box: https://aibox.aiWatch on YouTube: https://youtu.be/gileRF00PI4Chapters00:00 Elon Musk's Acquisition of XAI02:10 The Concept of Space Data Centers04:13 Merging Companies: A Strategic Move?05:29 Factories on the Moon: A New Frontier07:10 Revenue Streams: The Power of Starlink10:32 The Valuation of SpaceX and XAI
In this episode, we explore Anthropic's new Opus 4.6 and its 'agent teams' feature, alongside OpenAI's competing GPT 5.3 Codex, highlighting the intense rivalry in the AI development space. We also discuss OpenAI's new enterprise platform, Frontier, and how these advancements are changing the AI landscape for developers and other professionals.Chapters00:00 Anthropic Opus 4.6 Release02:02 Agent Teams and Context Windows06:39 Claude's SaaS Integration09:02 OpenAI's GPT 5.3 Codex and Frontier
LinksGet the top 40+ AI Models for $20 at AI Box: https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle
In this episode, we explore Lotus Health AI's innovative approach to healthcare, where an AI doctor provides free consultations and aims to redefine primary care. We also discuss the challenges, potential, and regulatory landscape of integrating AI into medical practices, highlighting how this technology could transform patient experiences and doctor accessibility.Chapters00:00 Lotus Health AI & Healthcare02:10 ChatGPT's Role in Health05:17 Lotus Health's Vision08:26 Operational Model & Compliance14:03 Regulatory Hurdles & Future
In this episode, we explore the monumental acquisition of XAI by SpaceX, creating an unprecedented $1.25 trillion integrated technology company. We discuss the ambitious vision of building AI data centers in space, the financial implications of this merger ahead of SpaceX's anticipated IPO, and the potential impact on the AI and aerospace industries.Chapters00:00 SpaceX Acquires XAI00:48 AIbox.ai Introduction02:08 Merger Details and Valuation03:28 Orbital Data Centers Vision08:10 XAI's Financial and Product Challenges15:32 The Looming SpaceX IPOLinks• Get the top 40+ AI Models for $20 at AI Box: https://aibox.ai: https://aibox.ai• AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer• Join my AI Hustle Community: https://www.skool.com/aihustle
In this episode, we journey back in time to explore the fascinating history of artificial intelligence, tracing its origins from early philosophical questions about machine thought to the symbolic AI systems of the past and the rise of modern deep learning. We also discuss why the current AI boom feels different and the exciting future ahead. Chapters 00:00 Introduction to AI History 01:49 Early AI and Symbolic AI 05:39 AI Winters and Expert Systems 08:41 The Rise of Machine Learning 13:09 Modern AI and Future Outlook 18:27 AI's Impact on Innovation Links • Get the top 40+ AI Models for $20 at AI Box: https://aibox.ai • AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer • Join my AI Hustle Community: https://www.skool.com/aihustle
In this episode, we talk about Anthropic's new Co-Work plugins for enterprise users, designed to automate specialized tasks and streamline workflows. We also discuss the major $3 billion lawsuit filed against Anthropic by music publishers, alleging copyright infringement of 20,000 musical works. Links • Get the top 40+ AI Models for $20 at AI Box: https://aibox.ai • AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer • Join my AI Hustle Community: https://www.skool.com/aihustle
In this episode, we explore Mark Zuckerberg's ambitious AI plans for Meta, including significant investments and the expected launch of new AI models and products. We also discuss Meta's strong push into AI-powered smart glasses and how they aim to integrate AI into everyday life. Links • Get the top 40+ AI Models for $20 at AI Box: https://aibox.ai • AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer • Join my AI Hustle Community: https://www.skool.com/aihustle
Jaeden and Jamie delve into the innovative concept of Clawdbot, an autonomous AI model designed to automate tasks on personal devices. They explore its capabilities, real-world applications, and the potential it holds for non-developers. The conversation highlights how Clawdbot can integrate with various software and messaging platforms, making it a versatile tool for productivity and automation. The hosts also discuss the future of AI in automating job roles and the importance of community engagement in learning about these technologies. • Our Skool Community: https://www.skool.com/aihustle • Get the top 40+ AI Models for $20 at AI Box: https://aibox.ai • Watch on YouTube: https://youtu.be/F55kpcN_Jgg Chapters 00:00 Introduction to Clawdbot and Its Potential 03:05 Exploring Clawdbot's Capabilities and Use Cases 06:03 Real-World Applications and User Experiences 08:53 Future of Automation with AI Tools
In this episode, we discuss Waabi, an autonomous trucking company that secured $1 billion in funding, including $250 million from Uber. We also explore their unique AI-first approach to autonomous driving, which allows them to simulate and generalize across different vehicle types with less data and compute.Chapters00:00 Wabi's $1B Funding & Uber Deal00:33 AIBox.ai: No-Code AI Tool Builder01:46 Wabi's Expansion & Competition04:43 Wabi's AI-First Approach & Simulation12:03 Roadmap, Capital & Partnerships19:48 Future of Autonomous Driving
In this episode, we explore Anthropic's new interactive Cloud apps and integrations with popular workplace tools like Slack, Canva, and Figma. We also discuss how Anthropic is facing unique challenges in hiring engineers because their own AI models are now outperforming human applicants in technical assessments.Chapters00:00 Anthropic's Cloud Updates01:45 Interactive Cloud Apps04:49 Model Context Protocol & Co-Work08:17 Agent Permissions & Security Concerns13:42 AI Outperforms Human Applicants
In this episode, we discuss HumansAnd, a new startup founded by AI veterans, and their ambitious goal to build an AI model focused on human collaboration rather than just individual intelligence. We also explore their unique approach to AI development and the competitive landscape of the AI industry.Chapters00:00 Introduction to HumansAnd00:57 AI Box File Uploads03:28 HumansAnd's Vision and Funding08:41 The Importance of Asking Questions13:40 Competition and Future Insights24:05 Conclusion
In this episode, we discuss NVIDIA's massive $2 billion investment in CoreWeave, a deal aimed at rapidly expanding CoreWeave's AI compute capacity to five gigawatts by 2030, a move that will position them among the world's most energy-intensive AI infrastructure providers. We also explore CoreWeave's strategic pivot from crypto mining to AI infrastructure, its aggressive debt-leveraged expansion, and its ongoing acquisition strategy to build an integrated AI development stack.Chapters00:00 NVIDIA's $2B CoreWeave Investment00:00 AI Box New Feature00:01 CoreWeave's Financial Strategy & Expansion00:06 CoreWeave's Transformation and Acquisitions00:08 NVIDIA's Strategic Partnerships
In this episode, we discuss Microsoft's new Maya 200 AI inference chip, highlighting its capabilities, its importance for efficient AI model deployment, and how it signifies a major shift towards custom silicon in the AI industry. We also touch upon its potential impact on cost savings and Microsoft's strategy to become a leading player in the AI hardware space.Chapters00:00 Microsoft's Maya 200 AI Chip00:29 AI Box.ai Tools02:03 Power and Performance04:54 Inference vs. Training08:21 Efficiency and Competition14:06 Internal Deployment and Future
In this episode, we explore OpenAI's strategic leadership changes to regain enterprise market share as competitors like Anthropic surge ahead. We also discuss how key AI infrastructure partners are reaching unicorn status, highlighting the growing value of the underlying technology.
Chapters
00:00 OpenAI's Enterprise Shift
00:31 AI Infrastructure Unicorns
00:44 AI's Impact on White-Collar Jobs
11:56 AI Agents for Scheduling
Links
• Get the top 40+ AI Models for $20 at AI Box: https://aibox.ai
• AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer
• Join my AI Hustle Community: https://www.skool.com/aihustle
In this episode, we examine the investment opportunities and market shifts created by Google's free Gemini-powered SAT practice. We discuss the financial future of AI in academic preparation.
Chapters
00:00 Intro & AIbox.ai Plug
02:00 Google's Free SAT Prep
05:09 AI in Education Debate
12:14 Impact on Tutors & Google's Strategy
In this episode, we discuss Google's new initiative offering free SAT practice exams powered by Gemini, exploring how this advancement will impact education and the broader implications of AI in learning. We also examine the potential disruption to traditional education companies and the evolving role of human tutors in an AI-integrated world.
Chapters
00:00 Google's Free SAT Exams
00:00 AI's Impact on Education
01:14 Role of AI in Learning
05:05 AI vs. Traditional Tutoring
Links
• Get the top 40+ AI Models for $20 at AI Box: https://aibox.ai: https://aibox.ai
• AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer: https://www.youtube.com/@JaedenSchafer
• Join my AI Hustle Community: https://www.skool.com/aihustle: https://www.skool.com/aihustle
Jamie and Jaeden discuss the recent announcement from ChatGPT regarding the introduction of ads for free and go tier users. While some users express concern that this could compromise the integrity of the platform, others see it as a lucrative opportunity for businesses. The hosts explore the implications of these ads, particularly for those who are paying for the service, and how it might affect user experience. They also share insights on the potential for advertising within ChatGPT, emphasizing the importance of acting quickly to capitalize on this new feature before larger corporations enter the space. Additionally, they touch on the significance of organic ranking and SEO strategies in conjunction with paid ads, highlighting their own experiences and successes in leveraging AI tools for business growth.
• Our Skool Community: https://www.skool.com/aihustle: https://www.skool.com/aihustle
• Get the top 40+ AI Models for $20 at AI Box: https://aibox.ai: https://aibox.ai
• Watch on YouTube: https://youtu.be/5WwkQ1wgJTQ: https://youtu.be/5WwkQ1wgJTQ
Chapters
00:00 Introduction to ChatGPT Ads
01:58 Understanding the Free and Go Tiers
04:28 The Impact of Ads on User Experience
05:58 Seizing Advertising Opportunities
08:38 The Importance of Organic Ranking and SEO
In this episode, we discuss Anthropic CEO Dario Amodei's strong criticism of the Trump administration's decision to allow NVIDIA to sell AI chips to China, comparing it to selling nuclear weapons. We also explore the implications of his comments given NVIDIA's significant investment and partnership with Anthropic and how these actions reflect the high stakes in the AI race.
Chapters
00:00 Introduction to Amodei's Criticism
01:59 Context of Chip Sales and Amodei's Stance
05:28 National Security and Nuclear Analogy
08:36 Impact on Anthropic-NVIDIA Partnership
Links
• Get the top 40+ AI Models for $20 at AI Box: https://aibox.ai: https://aibox.ai
• AI Chat YouTube Channel: https://www.youtube.com/@JaedenSchafer: https://www.youtube.com/@JaedenSchafer
• Join my AI Hustle Community: https://www.skool.com/aihustle: https://www.skool.com/aihustle








Some of these podcasts, the audio seems a little rough and the edit cuts once in a while need work. Attention to detail can occasionally take one further than they imagined possible.
Heard someone describe $CRWV as the we work of GPU's. I assume long commitments to an expensive depreciating asset and leasing revenues for shorter time frames. $NVDA on board blunts this slightly as they are a solid ally with potentially symbiotic objectives. Maybe?
I saw an article somewhere short AI and go long quantum compute. Thoughts?
The cornerstone for speech in America until the political correctness, safe space hiding, hate crime divining trend of the 1990s, was always free speech no matter how despicable. It could simply be ignored, refuted or quashed with better speech. One had a right to say whatever they wanted without restriction, one did not have any right to not be offended by any speech before this 1990s funda-mental transition.