Latest / Earn Your Leisure / Scholars Corner: Top Tech Sectors to Invest in Now!
Transcript
- 0:00Speaker 1: What are the top two tech sectors that we're most
- 0:04Speaker 1: excited about and think that the audience can get the
- 0:08Speaker 1: biggest games. Yeah, in the next few years to come.
- 0:12Speaker 2: Number one, I said on stage yesterday, But whoever dominates
- 0:15Speaker 2: quantum computing. So we already have chips, we already have GPUs.
- 0:21Speaker 2: The next big innovation will be quantum computing. So Google's
- 0:25Speaker 2: racing there. When I was like reading a bunch of
- 0:27Speaker 2: white papers, the next race because most people like missed
- 0:30Speaker 2: out or AI a bunch missed out on the chips.
- 0:32Speaker 2: The next big island that everyone wants to dominate is
- 0:36Speaker 2: quantum computing. So whoever gets the first, So it's going
- 0:38Speaker 2: to be a race between Microsoft, Metal, Google, Amazon. That's
- 0:42Speaker 2: why I always say the biggest players are going to
- 0:44Speaker 2: continue to get bigger. Now in video or Tesla can
- 0:47Speaker 2: go there and grab that land first, that will send
- 0:51Speaker 2: that stock up probably another five or six hundred percent.
- 0:54Speaker 2: And then in the science of space, even though the
- 0:58Speaker 2: genomics space has been tricky, I'm really interested in some
- 1:01Speaker 2: of the companies that can actually bring cures for the
- 1:05Speaker 2: diseases like genetic sequencing. And there are a couple publicly
- 1:11Speaker 2: traded companies that people have talked about before, but they
- 1:13Speaker 2: haven't delivered. That's the next space that I'll see Eli
- 1:15Speaker 2: Lilly Merku Maderna wants to try and make their comeback
- 1:20Speaker 2: if they can get that sequencing down to really allow
- 1:23Speaker 2: people to live longer and have a healthier life by
- 1:25Speaker 2: doing so. Those are the two spaces that everyone thinks
- 1:28Speaker 2: will give you like a ten x four fifteen X return.
- 1:31Speaker 3: Yeah, I think I'll just I'll just add I think
- 1:33Speaker 3: we're still in the moment of jener to day. Yeah,
- 1:35Speaker 3: just because it's so new and it's still in the
- 1:37Speaker 3: infancy stages. I think one of the things you just
- 1:39Speaker 3: point out, a point that you brought up is important
- 1:41Speaker 3: as open Ai just announced that they're going to do
- 1:43Speaker 3: their business enterprise.
- 1:44Speaker 2: And it's game set match.
- 1:46Speaker 3: You can see it now right like sired. Well, now
- 1:47Speaker 3: we're going into the business forefront. That's going to change
- 1:50Speaker 3: the landscape of how business does. But the also part
- 1:52Speaker 3: that is the medical field. Absolutely, how do we make
- 1:55Speaker 3: this more efficient?
- 1:56Speaker 2: Right?
- 1:56Speaker 3: Like I need to have data. I need to have
- 1:58Speaker 3: it now. Yeah, I don't have time to run to
- 2:00Speaker 3: the self, go to my like we need it.
- 2:02Speaker 2: We need way more efficiency.
- 2:03Speaker 3: It needs to be money more efficient, and so I
- 2:05Speaker 3: think as we see more companies being created, obviously some
- 2:09Speaker 3: of them are not going to make it make it,
- 2:10Speaker 3: but they're going to be a few. They're going to
- 2:12Speaker 3: be presented over the next few years or so. They're
- 2:15Speaker 3: gonna be the ones because, like I said.
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- 5:09Speaker 3: Chat GBT is cool, Yeah, but it's it's the first
- 5:13Speaker 3: venture into the space. Yeah, first we know what happens. Right,
- 5:16Speaker 3: do people get to watch it, they say, all right,
- 5:17Speaker 3: let's improve on what they did, let's add it's let's
- 5:20Speaker 3: do it for this set or specifically.
- 5:23Speaker 1: So.
- 5:23Speaker 3: I think the generated I piece is something that you know,
- 5:27Speaker 3: if we're talking about somebody that's new into invest in
- 5:30Speaker 3: and they can see the immediate impact and effects, I
- 5:33Speaker 3: think that's a space that we still got to. I
- 5:36Speaker 3: know it's new and it's fresh, but we have to
- 5:38Speaker 3: stay educated on it and stay up to date with
- 5:40Speaker 3: what's happening because it's going to be the game changer
- 5:42Speaker 3: for our generation.
- 5:43Speaker 2: I agree and over Grassent on stage, we have like
- 5:45Speaker 2: ten more months with this AI bubble before pops, and
- 5:48Speaker 2: then you're going to see a new crop of companies
- 5:50Speaker 2: with this right Like this is like the AOL version
- 5:52Speaker 2: of the Internet of AIS. The greatest companies in the
- 5:55Speaker 2: AAI space haven't even been created yet. Y'all know a
- 5:59Speaker 2: guy who's a dominant player. I can't wait you come
- 6:01Speaker 2: on the show. But there's a bunch of companies that
- 6:04Speaker 2: are making some stuff in AI that is truly going
- 6:05Speaker 2: to change the world. Great move by Open Ai to
- 6:08Speaker 2: finally go to the enterprise since they got all the
- 6:10Speaker 2: personal data on the consumer side. But we really are
- 6:13Speaker 2: looking at companies to make everything more efficient, like it's needed,
- 6:16Speaker 2: like you're either going to have to save costs, increase revenue,
- 6:20Speaker 2: or increase productivity. But the company that does all of them,
- 6:23Speaker 2: I would be looking out to see what if Salesforce
- 6:25Speaker 2: makes a play there and also Adobe, what they're going
- 6:29Speaker 2: to do there, but in about fourteen to sixteen months,
- 6:31Speaker 2: we should see some big players come out of the
- 6:33Speaker 2: woodworks that helps drive the economy a lot more. So
- 6:36Speaker 2: that that's what I'll be focused on.
- 6:37Speaker 3: We don't talk about Adobe, no.
- 6:39Speaker 2: They're quiet killer. They are just a quiet kill everyone
- 6:43Speaker 2: who's a creative in that space. What they've been doing
- 6:46Speaker 2: in the cloud and some of the pieces that they've
- 6:48Speaker 2: added to Photoshop and like the podcast and software has
- 6:51Speaker 2: been great, But that's just the first step. Like the
- 6:54Speaker 2: race is now, what can I do to help businesses
- 6:57Speaker 2: be more efficient and don't have to think like on
- 7:00Speaker 2: market Monday is we took away forty hours of research
- 7:03Speaker 2: a month and just told you buy here. These are
- 7:05Speaker 2: the ones to buy now. I imagine if Adobe could
- 7:07Speaker 2: do that for all your creation and you can create
- 7:09Speaker 2: multiple shows, multiple podcasts and salesforce. If they can do
- 7:13Speaker 2: the same, or Infusion Software or HubSpot excuse me, you
- 7:18Speaker 2: can do it, they are going to be some ones
- 7:20Speaker 2: that are going to like dominate the space for years
- 7:22Speaker 2: to come.
- 7:24Speaker 3: Yeah, yeah, yeah,