Artificial Intelligence
Discussion List
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Cathie Wood RV Series Discussion: TSLA & ChinaReally been enjoying this Cathie Wood series so far, but also extremely well timed and highly relevant market in real time (I’ve said in many occasions that the RV team who books / sets the programming schedule are like the best market timing “predictors” of all time lol - and it’s very true). Market Developments in the last 24-48 hours (as Cathie Wood series started): •TSLA Q2 Earnings beat: EPS $1.45 vs $0.96 est. OP $1.3bn (3x YoY), overcoming the fundamental bear case hurdles. EV deliv…
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Weekly Roundup Expo Age 2: Goldman CFO Marty Chavez (Explained & Interviewed), Jim Bianco Debut o...https://vimeo.com/554023402Marty Chavez: How a Silicon Valley / Stamford PhD in machine learning with zero trading background became CFO of Goldman & turned GS into a technology firm w/ @Raoul Pal Jim Bianco‘s RV Crypto Debut ← Voluntary & Early Career “Retraining” w/ @Ash Bennington The Exponential Age of Massive Widespread Job & Career Destruction w/ Art Bilger Expo Age Week 1 Roundup w/ @Edward Harrison
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Week 1, Day 5: Nikolai Ardey, VW GroupVolkswagen Group Innovation Executive Director Nikolai Arde...Week 1, Day 5: Nikolai Ardey, VW Group Volkswagen Group Innovation Executive Director Nikolai Ardey joins Real Vision's Raoul Pal for an exclusive interview about the future of electric and autonomous vehicles, the advanced technology involved in cars as they become part of the Internet of Things, and an increase in shared mobility in megacities and developing countries. Ardey lays out a clear roadmap and strategy for the most feasible and reasonable ways that Volkswagen is adopting zero-emissi… -
Real Vision Exchange Survey Week 12/2021: ResultsPerformance-wise last week was relatively uneventful for the Exchange and the Bot portfolio. Both portfolios had roughly the same allocation of 25% Bitcoin, which was the only notable driver of performance. As of Friday, other gains were eaten up by the allocation to Volatility (approx. 7% for each portfolio), which came down over the week. So what's next for the portfolios? Important: I decided to move the performance update (total performance chart) to Wednesday. The Yahoo data for some of t…
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National security commission on AI (NSCAI) report on AI is out.For those interested in AI, autonomous vehicles, 5G, Quantum computing, bio-informatics, semi's ... Here is a link to a report assessing the american capabilities Regarding AI. https://reports.nscai.gov/final-report/table-of-contents/ It's huge but there is an exec summary. Here is eric smith (yes,the ex google ceo) breaking down this 700 page report on the pacific century podcast (Hoover institution). https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL3BhY2lmaWNjZW50dXJ…
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Real Vision Exchange Survey Week 7: ResultsThank you all for participating. Real Vision Bot evaluated the results of last week's survey and added some charts to the Exchange Survey Dashboard describing how sentiment and positioning have change compared to the previous week. GO TO THE DASHBOARD While Bitcoin was effortlessly breaching $18k, I decided to take up on the @Sam Colt's great idea to ask about the participants Crypocurrency holdings. Special topic: Crypo Turns out, there is only one true crypto king and his name is Bitcoin.…
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The Exchange Sentiment Survey. Vote now!The Exchange Sentiment Survey The Twoquants (@Moritz Seibert and @Moritz Heiden ) have been instructed by their AI overlord, the Real Vision Bot, to pick the brains of the Real Vision Exchange members (and the brain of @Raoul Pal) We already knows that you guys are amazing traders. Hence, we really wants to see how you all think about the markets. We would love to get an idea each week how you are thinking about markets for one and 3 months ahead. CLICK HERE TO GO TO THE SURVEY …