In this bonus episode of the Non-Consensus Investing Podcast, host Ram Ahluwalia, CIO at Lumida Wealth, is joined by Justin Guildar, COO at Lumida Wealth. They explore AI's role in shaping the future of business and society, as well as the evolving landscape of the auto industry. Insights into Meta's new AI breakthrough, the impact of AI on energy demands, the strategic significance of open-source AI, and the challenges facing the auto industry, particularly Tesla, are discussed. The conversation also touches on personal preferences in the EV market, highlighting a broader debate on technology's path forward. The dialogue is interspersed with personal anecdotes, reflections on the investment climate, and speculations on the societal implications of rapid technological advancement.
00:00 Welcome to Non Consensus Investing with Ram Ahluwalia
00:28 Casual Banter and Weekend Stories
01:55 Breaking Down Meta's Latest AI Developments
13:13 The Future of AI, Energy, and Society
13:43 Exploring the Energy Demands of AI
14:32 Nuclear Energy: The Future of Powering AI?
21:40 The Global Energy Landscape and AI's Impact
23:30 Exploring Energy Challenges and Solutions
23:54 The Complex Journey of Building Data Centers
26:58 The Future of AI and Its Impact on Productivity
28:18 Productivity Gains and the Role of AI
31:42 Navigating the Future of Work with AI
36:58 The Debate on Tesla's Market Challenges
41:06 Personal Perspectives on Electric Vehicles
45:33 Reflecting on Innovation and Market Dynamics