Today we’re sharing an episode of The Riff podcast where Erik Torenberg and writer- investor Byrne Hobart discuss the future of AI & education, analyze several companies including Stripe's shift towards unbundling, and the possibility of 24-hour markets.

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LINKS:

“The Riff” podcast: 

• YouTube: https://www.youtube.com/@TheRiffPodcast
  


• Spotify: https://open.spotify.com/show/6rANlV54GCARLgMOtpkzKt
  


• Apple: https://podcasts.apple.com/us/podcast/the-riff-with-byrne-hobart-and-erik-torenberg/id1716646486
  

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FOLLOW ON X:

@eriktorenberg (Erik)

@ByrneHobart

@turpentinemedia (Turpentine)

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TIMESTAMPS:

(00:00 ) Intro

(01:05 ) AI's Impact on Education

(03:33 ) AI in Self-Directed Learning

(06:22 ) Tech-Enabled Education and Its Challenges

(14:40 ) Byrne’s Take on Kids and Schooling

(17:46 ) Sponsor: Brave

(18:48 ) Meta's AI and Social Media Strategy

(22:46 ) Meta's Financial Strategy and the Metaverse

(27:03 ) Meta's AI Strategy and Its Competitors

(30:46 ) Microsoft's AI Strategy

(30:52 ) The Android vs. Apple Analogy

(31:41 ) Google's Commercial Leverage

(32:11 ) The Importance of Data in AI

(33:09 ) Meta's Open Source Dilemma

(33:58 ) Microsoft's Data Privacy Concerns

(34:16 ) The Uncertainty in AI's Future

(34:47 ) The Role of Ads in Business Models

(36:40 ) Amazon and Grocery Store Economics

(41:11 ) The Future of Email Ad Networks

(43:17 ) Investment Strategies and Market Dynamics

(47:42 ) China's Economic Challenges

(50:19 ) Stripe's Business Evolution

(54:37 ) 24-Hour Stock Markets

(59:04 ) Wrap