Show notes
The AI & investing episode. Brian and Mik talk about whether AI will actually replace white-collar jobs or just transform them, how professionals can stay relevant by becoming AI-powered specialists, and where value might accrue across chips, power, “boring” traditional industries, and healthcare and drug discovery. They also explore whether giants like OpenAI will hoover up SaaS, how constraints in compute and electricity could shape the next decade, and why the biggest AI winners may come from unknown unknowns we can’t yet see.
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