AI models like ChatGPT could lead to massive productivity gains, accelerated economic growth, and higher stock returns. Here's how to invest in AI.
Topics covered include:
How workers are already using AI models like ChatGPT to boost productivityWhy ChatGPT is better at search than Google for certain queriesHow AI models will change the economic narrativeWhat are ways to invest in AI, including specific ETFs
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Sponsors
NetSuite – the leading integrated cloud business software suite
Masterworks – invest in contemporary art
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Show Notes
Sarah Silverman Sues OpenAI and Meta Over Copyright Infringement by Zachary Small—The New York Times
ChatGPT saw its first-ever user decline in June by Igor Bonifacic—Engadget
A New Chat Bot Is a ‘Code Red’ for Google’s Search Business by Nico Grant and Cade Metz—The New York Times
How to get a handle on AI’s many implications for economies and markets by Neil Shearing—Capital Economics
Lessons From the Catastrophic Failure of the Metaverse by Kate Wagner—The Nation
To Drive AI, Chip Makers Stack ‘Chiplets’ Like Lego Blocks by Yang Jie—The Wall Street Journal
Investments Mentioned
iShares Semiconductor ETF (SOXX)
Roundhill Generative AI & Technology ETF (CHAT)
Robo Global® Artificial Intelligence ETF (THNQ)
iShares Robotics & Artificial Intelligence Multisector ETF (IRBO)
iShares Exponential Technologies ETF (XT)
Vanguard Total World Stock ETF (VT)
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198: Capitalism Is Creation
256: Will Artificial Intelligence Change Investing?
417: Will Generative AI Replace Your Job?
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