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Advance Placement: The Companies That Will Dominate A.I. · Earn Your Leisure

• 0:00
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 0:03
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 0:07
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
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  Speaker 1: filming and selling child pornography in Michigan. These are just
• 0:15
  Speaker 1: some of the heinous migrant criminals caught because of President
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  Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
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  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
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  Speaker 1: crossings are at the lowest levels ever recorded, and over
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  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
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  Speaker 1: are here illegally, your next you will be fined nearly
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  Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
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  Speaker 1: never return. But if you register using our CBP home
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  Speaker 1: app and leave now, you could be allowed to return legally.
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  Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
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  Speaker 1: border and families will be protected.
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  Speaker 2: Sponsored by the United States Department of Homeland Security.
• 1:00
  Speaker 3: Let's talk about AI. Let's talk well, okay, so.
• 1:06
  Speaker 4: Who will be the four most dominant companies in the
• 1:09
  Speaker 4: AI space? We gotta have keys on here sometimes too
• 1:11
  Speaker 4: to talk about it gonna be here today.
• 1:13
  Speaker 3: Yeah. I was just thinking about that. We should have
• 1:14
  Speaker 3: had them on today. Yeah, but I we.
• 1:16
  Speaker 2: Didn't know he was gonna be here Green and said,
• 1:19
  Speaker 2: you know who's gonna be there?
• 1:22
  Speaker 3: That is a fact, a fact the poster. So AI AI.
• 1:29
  Speaker 4: Let's talk about four most dominant companies in the AI space.
• 1:34
  Speaker 2: Of course, Apple, Microsoft, Google will probably be the third,
• 1:39
  Speaker 2: three biggest players. The fourth I don't think we've seen
• 1:42
  Speaker 2: creator Chap. I think we have which one? I think
• 1:46
  Speaker 2: we have and we just kind of overlook it. Tell
• 1:48
  Speaker 2: me more, Amazon, tell me more?
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  Speaker 5: All right, So let's think about AI right inside the
• 1:55
  Speaker 5: homes you got alection? Okay, Let's think about the stores,
• 1:59
  Speaker 5: cash the stores, all right, let's think about it. Let's
• 2:03
  Speaker 5: think about e commerce. How do they know what we want?
• 2:06
  Speaker 5: They're using AI? How do they know what to recommend
• 2:08
  Speaker 5: for us?
• 2:09
  Speaker 6: Right? Let's think from logistics? Are they doing drone deliveries?
• 2:13
  Speaker 5: They're here, right, They're already the fact that they're they're
• 2:17
  Speaker 5: doing all these things and we're not even mentioning them.
• 2:19
  Speaker 5: Plus they have the capital and the infrastructure. It's like,
• 2:22
  Speaker 5: why are we not talking about them in the AI race?
• 2:24
  Speaker 6: I think even before Google, I would say I would say.
• 2:29
  Speaker 5: In video for sure, I would put in the other
• 2:33
  Speaker 5: semi AMD just from what they're creating now. AMD is
• 2:38
  Speaker 5: behind what Nvidia is doing right now. But I like AMD.
• 2:41
  Speaker 5: I think it's Apple, I think it's Microsoft as a four,
• 2:45
  Speaker 5: but I think Amazon. I think we need to make
• 2:46
  Speaker 5: it five. That's interesting. And then I got to sleep.
• 2:49
  Speaker 5: I'll let I'll let you give you other ones. Then
• 2:51
  Speaker 5: I'll give you a sleeper, I think as well.
• 2:53
  Speaker 4: I think Tesla is one of the most important because
• 2:56
  Speaker 4: transportation is what everybody's really waiting for. So I just
• 3:01
  Speaker 4: saw Alex get Energy shout out to him. He was
• 3:03
  Speaker 4: in a convention truckers and they have the battery that
• 3:08
  Speaker 4: can charge the eighteen wheeling in hight.
• 3:10
  Speaker 3: In fifteen minutes.
• 3:11
  Speaker 2: Yeah, that's incredible.
• 3:13
  Speaker 4: So they're already working on the tournaments driving eighteen wheelers.
• 3:17
  Speaker 4: I feel that within the next twenty years it will
• 3:20
  Speaker 4: really be on the road. As far as cars that's
• 3:25
  Speaker 4: driving them. The technology is already there, but it's so
• 3:28
  Speaker 4: tough politically, but it's only a matter of time. And
• 3:32
  Speaker 4: even without cars driving themself, there's still AI and but
• 3:37
  Speaker 4: the efficiency of transportation has to evolve, especially on planes.
• 3:44
  Speaker 4: Everything you think of drones all. So I feel like
• 3:48
  Speaker 4: transportation artificial intelligence is really going to change change that landscape.
• 3:53
  Speaker 4: Tesla is taking the lead in that and probably will
• 3:57
  Speaker 4: be the leader from a transportation standpoint, not just from
• 4:02
  Speaker 4: a car I think from eight at eighteen wheeler transportation standpoint.
• 4:08
  Speaker 4: They're already working on trains and I see a Tesla
• 4:12
  Speaker 4: plane happening.
• 4:13
  Speaker 5: Oh incredible, Wow, those are I mean even that company.
• 4:17
  Speaker 5: So Tesla makes the product, and that's what we talked
• 4:20
  Speaker 5: about this last night. Let's find the companies that are
• 4:22
  Speaker 5: helping making sure that product runs efficiently. And so if
• 4:25
  Speaker 5: we know if it's autonomous driving, they're going to need
• 4:28
  Speaker 5: semis that do Aultimately, what are the companies that are
• 4:31
  Speaker 5: doing that? So I think that that's a that's a
• 4:32
  Speaker 5: great point in transportation for Shure, but like that's an
• 4:34
  Speaker 5: opportunity find the companies that are helping making sure that
• 4:38
  Speaker 5: the charging stations are efficient, making sure that the batteries
• 4:41
  Speaker 5: are efficient, making sure that the AI inside the LED screen,
• 4:44
  Speaker 5: Like all these things have companies that are behind them.
• 4:47
  Speaker 2: And if you want to know a resources that you
• 4:49
  Speaker 2: can use, you can go to either A sixteen and
• 4:51
  Speaker 2: Z to the family or why combinators to see like
• 4:54
  Speaker 2: which AI companies are going to like be leaders in
• 4:58
  Speaker 2: the next two or three years that could get acquire
• 5:00
  Speaker 2: by Apple, Microsoft, Amazon, Tesla. Even with Sam at open Labs,
• 5:06
  Speaker 2: it's interesting, well, homework assignment what institution or company with
• 5:11
  Speaker 2: Sam Autman a part of before chat GPT came to
• 5:15
  Speaker 2: the forefront. He was very smart to like look at
• 5:18
  Speaker 2: everyone's ideas, provide funding and then put the best of
• 5:21
  Speaker 2: those ideas together, like into one or two products.
• 5:24
  Speaker 4: And with chat GBT, I was talking to keys like rememberone,
• 5:27
  Speaker 4: I was talking about the integration with crypto and web
• 5:31
  Speaker 4: three and how it all got to come together. Yeah,
• 5:33
  Speaker 4: So the chat GBT thing, a few a few companies
• 5:37
  Speaker 4: will benefit from it and we'll see full integration. Imagine
• 5:40
  Speaker 4: when chat GBT is part of your notes, Yeah, on
• 5:43
  Speaker 4: your iPhone, right, so when you're writing your notes, you
• 5:45
  Speaker 4: just start the sentence and then based off of how
• 5:48
  Speaker 4: you're actually writing, then it can finish it for st yeah,
• 5:51
  Speaker 4: like or when it's fully integrated with Microsoft work.
• 5:54
  Speaker 2: Yeah, that plug is not for Instacart a couple other retailers,
• 5:59
  Speaker 2: So imagine that have like a full app store, No.
• 6:01
  Speaker 4: For sure, So those companies have definitely benefit from it
• 6:05
  Speaker 4: for sure. And yeah, like chat GBT is still in
• 6:10
  Speaker 4: its infancy stages and it's still not like when the
• 6:13
  Speaker 4: app is fully developed on your phone and it's you know,
• 6:17
  Speaker 4: on the iPhone homepage and you just go to it
• 6:21
  Speaker 4: and it's like fully integrated with your iPhone notes and
• 6:25
  Speaker 4: you can literally write a book in ten minutes on.
• 6:27
  Speaker 3: Your iPhone notes. That changes everywhere.
• 6:30
  Speaker 4: Yeah, so I feel like, yeah, for sure, the companies
• 6:35
  Speaker 4: that already have the infrastructure in place, Apple, Microsoft, They're
• 6:38
  Speaker 4: gonna definitely benefit from it. And then all of the
• 6:40
  Speaker 4: other ancillary companies.
• 6:41
  Speaker 5: For sure, there's another one and I'll be interested. He
• 6:45
  Speaker 5: hold on because it's crazy around ending with the word
• 6:48
  Speaker 5: I was going to start with, but you said infrastructure
• 6:50
  Speaker 5: and I'm talking large scale enterprise.
• 6:53
  Speaker 6: What do you think about IBM?
• 6:55
  Speaker 5: This is a company, this is a legacy brand, right,
• 6:57
  Speaker 5: But when we talk about software, when you talk about hardware,
• 7:00
  Speaker 5: we talk about services at large scale. They've been here
• 7:04
  Speaker 5: doing it. In fact, we overlook it, right. But Watson
• 7:08
  Speaker 5: was one of those first things that it was we
• 7:11
  Speaker 5: marveled that and it was it was way too early.
• 7:13
  Speaker 5: We saw it on Jeopardy and it kind of crashed out,
• 7:15
  Speaker 5: but that what we were seeing. It happen in real time, right,
• 7:19
  Speaker 5: and they sold off Watson. But like IBM is one
• 7:22
  Speaker 5: of those companies when I think about large scale and
• 7:25
  Speaker 5: from an enterprise, because corporate still uses them. Yeah, they
• 7:30
  Speaker 5: might have an opportunity as well as a sleeper in
• 7:32
  Speaker 5: the space you don't need earners.
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  Speaker 5: This episode is brought to you by P and C Bank.
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• 9:26
  Speaker 2: Leadership. That's the only thing, Like you need a regime change,
• 9:30
  Speaker 2: like not trying to like offend anybody. There's a ceiling
• 9:36
  Speaker 2: on games you can win, Like let's say I like
• 9:38
  Speaker 2: stan Van Gundi's your coach shot at a stand in. Jeff,
• 9:40
  Speaker 2: I love you guys so much. These are just my thoughts,
• 9:43
  Speaker 2: not Trevors shot. So if they end up, you know,
• 9:45
  Speaker 2: interviewing you, these are my comments. I love your brother,
• 9:49
  Speaker 2: but I think with the CEOs they've had, I think
• 9:52
  Speaker 2: IBM has gotten really comfortable and they haven't pushed for it.
• 9:56
  Speaker 2: I think they got comfortable off the wins and the
• 9:58
  Speaker 2: victories in the eighties and nine and then everyone came
• 10:01
  Speaker 2: to take their lunch in the early two thousands. Infrastructure
• 10:05
  Speaker 2: is there, for sure. I just think you need new
• 10:06
  Speaker 2: leadership to be able to pull that off. Sleep the
• 10:09
  Speaker 2: Giant could be could be Sleep.
• 10:14
  Speaker 4: Yeah, we'll see and yeah, we'll have a more in
• 10:18
  Speaker 4: depth AI conversation.
• 10:19
  Speaker 3: We'll get keys on here like one of these weeks.
• 10:22
  Speaker 2: Yeah, and the hologround will stay Van Gundy.
• 10:24
  Speaker 6: Too, for sure, for sure.
• 10:26
  Speaker 2: How do you think it affected the NBA and NFL
• 10:28
  Speaker 2: the what the AI?
• 10:30
  Speaker 3: How will it affect it?
• 10:31
  Speaker 2: That would be crazy, Like if coach you started using
• 10:34
  Speaker 2: AI to like run data on players, because even my
• 10:37
  Speaker 2: dad was telling them when he was doing the tour
• 10:38
  Speaker 2: with the Raptors with you guys, like they were saying, enough,
• 10:41
  Speaker 2: the shots were off the high enough, So imagine if
• 10:45
  Speaker 2: you can pro like make.
• 10:46
  Speaker 6: Custom plans for that's a bad shot here as why.
• 10:48
  Speaker 4: Yeah, So well, everybody, once we start, once we start
• 10:53
  Speaker 4: talking about AI, nobody has anybody heard of virtual reality anymore.
• 10:58
  Speaker 4: Nobody's even talking about virtual reality or NFCS yeah, or
• 11:03
  Speaker 4: augmented reality. Yeah, but I always felt that virtual reality,
• 11:07
  Speaker 4: augmented reality is a future of sports. From a viewing standpoint, Yeah,
• 11:12
  Speaker 4: it's like if you can be front row to watch
• 11:16
  Speaker 4: Lebron and you feel like you're actually front row, Like
• 11:19
  Speaker 4: that's game changing.
• 11:20
  Speaker 5: You can sell that ticket a million times for the
• 11:23
  Speaker 5: same seat. Absolutely, And we talked to some guys, you know,
• 11:27
  Speaker 5: we were with the NFLPA not just from a game
• 11:30
  Speaker 5: standpoint or a fan standpoint, but from an athlete standpoint.
• 11:34
  Speaker 6: Imagine if I didn't have to get hit.
• 11:36
  Speaker 5: In practice, and I could go through practice virtually, right,
• 11:40
  Speaker 5: Like these are the type of things like I could
• 11:42
  Speaker 5: actually have game feeld game film in my headset. Now
• 11:47
  Speaker 5: do I have to spend three hours at the facility?
• 11:49
  Speaker 6: Right?
• 11:50
  Speaker 5: It changes things, It makes things more efficient. But sports,
• 11:53
  Speaker 5: like you said, like virtual reality is one of those
• 11:55
  Speaker 5: spaces was like, yeah, this makes a lot of sense,
• 11:58
  Speaker 5: and there's a lot of money to be made. I
• 12:00
  Speaker 5: can sell the same seat at court side at the
• 12:03
  Speaker 5: Knicks game to ten thousand people.
• 12:05
  Speaker 6: Yeah, well that's better than some on it once.
• 12:08
  Speaker 4: But that's the thing. It's like every because like remember
• 12:10
  Speaker 4: the metaverse. So it's like I'm just saying, like people
• 12:16
  Speaker 4: people have showing attention spans. They focus on one thing
• 12:19
  Speaker 4: at a time. It's like, oh, doge coin.
• 12:21
  Speaker 3: Is the future?
• 12:22
  Speaker 6: I said it wasn't.
• 12:23
  Speaker 4: Then it's like, oh the metaverse. Then it's like oh NFTs.
• 12:28
  Speaker 4: Now it's like oh chat GBT so. But at one
• 12:33
  Speaker 4: point a lot of these stuff is going to start
• 12:35
  Speaker 4: to merge together because it's still there's still people in
• 12:38
  Speaker 4: the metaverse.
• 12:39
  Speaker 3: Yeah, it's just nobody. He took nobody, nobody spokes about
• 12:42
  Speaker 3: it anymore.
• 12:42
  Speaker 4: But at some point that's going to have some viability
• 12:45
  Speaker 4: to it at some point, you know what I mean,
• 12:47
  Speaker 4: Like augmentary reality, virtuality, they're going to get it right,
• 12:50
  Speaker 4: like and at some point AI is going to be,
• 12:53
  Speaker 4: you know, take over the whole situation. But it's like
• 12:57
  Speaker 4: these things have six months, yeah, and talking points, it's
• 13:01
  Speaker 4: like six months until something new.
• 13:03
  Speaker 5: Thing comes up in the metaverse, right if they're paying
• 13:06
  Speaker 5: robuts not much difference.
• 13:08
  Speaker 2: Yeah, apple, they once they get that cost down for
• 13:11
  Speaker 2: the headset.
• 13:12
  Speaker 4: But look, a lot of people brought land in the
• 13:15
  Speaker 4: metaverse real estate fifty thousand dollars mistakes. That was completely stupid. Yes,
• 13:21
  Speaker 4: because that's worth nothing. They pay fifty thousand dollars for
• 13:24
  Speaker 4: a house in the metaverse to live next to Snoop.
• 13:26
  Speaker 4: But just think about that rationally, why would you pay
• 13:29
  Speaker 4: fifty thousand dollars for a house in the metaverse?
• 13:32
  Speaker 6: Ladies?
• 13:32
  Speaker 2: If men will do that getting that DMS and promising
• 13:35
  Speaker 2: the world and get.
• 13:36
  Speaker 5: There was some people will rationalizing it, right, Like some
• 13:39
  Speaker 5: people made rational and it was like ooh, okay. From
• 13:42
  Speaker 5: a standpoint where it was like, oh, I can have people,
• 13:44
  Speaker 5: we could do invents inside here, they could have all
• 13:47
  Speaker 5: types of incentives inside of it. I was like, okay,
• 13:50
  Speaker 5: but yeah, if I don't own physical it's tough.
• 13:53
  Speaker 6: For me to do too.
• 13:53
  Speaker 4: But even if you, like I said, fomo missing out out, Yes,
• 13:57
  Speaker 4: people do things. You can rationalize anything. Yes, that's the
• 14:03
  Speaker 4: that's the scary. That's the scary part about life. You
• 14:06
  Speaker 4: can make an excuse for whatever you want to anything. Yeah,
• 14:10
  Speaker 4: I mean you could.
• 14:12
  Speaker 3: You could. You can rationalize anything. It doesn't mean it's rational.
• 14:15
  Speaker 4: Yeah, yes, that is trade. So just be careful with
• 14:22
  Speaker 4: these with these new and if that's men's these new
• 14:24
  Speaker 4: things that cut.
• 14:25
  Speaker 2: Like I said, take your time, and let's be honest,
• 14:27
  Speaker 2: it's the VC firms that are pushing the propaganda behind it.
• 14:31
  Speaker 2: N f T is in the Worklet's move to metaverse.
• 14:33
  Speaker 2: I told you I wouldn't go work shot the meta
• 14:35
  Speaker 2: Hi mar Hi jod Wrin.
• 14:37
  Speaker 6: Thank you.
• 14:37
  Speaker 2: I haven't got a season this yet, which means I'm right,
• 14:41
  Speaker 2: thank you. I'll be there in two weeks. N f
• 14:44
  Speaker 2: T is dead in the water.
• 14:46
  Speaker 3: Uh a.
• 14:47
  Speaker 2: I is gonna stay around. Stop when I'm lying, spit
• 14:51
  Speaker 2: it through something though, I'm looking back and we got
• 14:53
  Speaker 2: a love audience. What's going on? So and also and
• 14:58
  Speaker 2: for culturally, like if you go to like your aunt,
• 15:00
  Speaker 2: your grandma, your friend, and like, hey, Like if I
• 15:03
  Speaker 2: came to you and say, man, I'm gonna send you
• 15:04
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• 15:08
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• 15:09
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• 15:11
  Speaker 2: If you go fall with that, listen, I can sell
• 15:14
  Speaker 2: you deceit to be the next president of the United States.
• 15:16
  Speaker 2: Don't get caught up and the next thing just by
• 15:19
  Speaker 2: the biggest companies like follow with the five biggest governments,
• 15:22
  Speaker 2: five biggest heads funds are doing. Like if black Rock
• 15:25
  Speaker 2: is not putting any money into virtual land or metaverse
• 15:30
  Speaker 2: or digital OnlyFans, girls, you shouldn't either digital.
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