Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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Вміст надано AG Dillon & Co and AG Dillon. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією AG Dillon & Co and AG Dillon або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Player FM - додаток Podcast
Переходьте в офлайн за допомогою програми Player FM !
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))
E175: OpenAI what does AGI mean for profits?, Anduril to crush incumbent defense primes, Vultr raise
Manage episode 459873473 series 3413695
Вміст надано AG Dillon & Co and AG Dillon. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією AG Dillon & Co and AG Dillon або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
00:00 - Intro
00:26 - OpenAI to hit AGI in 2025, per Altman. What is the revenue implications of AGI and how much incremental is that vs agents?
17:32 - Anduril, Palantir, SpaceX, + others are going to run circles are incumbent defense primes
25:47 - Valtr and AI Infrastructure businesses are very interesting; [1] compute demand is off the charts, [2] Nvidia and AMD are allocating chips and investing in to the companies, and [3] important to look at the balance sheet to ensure debt does not get too heavy (e.g. maintain positive cash flow)
178 епізодів
E175: OpenAI what does AGI mean for profits?, Anduril to crush incumbent defense primes, Vultr raise
Поширити
Manage episode 459873473 series 3413695
Вміст надано AG Dillon & Co and AG Dillon. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією AG Dillon & Co and AG Dillon або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
00:00 - Intro
00:26 - OpenAI to hit AGI in 2025, per Altman. What is the revenue implications of AGI and how much incremental is that vs agents?
17:32 - Anduril, Palantir, SpaceX, + others are going to run circles are incumbent defense primes
25:47 - Valtr and AI Infrastructure businesses are very interesting; [1] compute demand is off the charts, [2] Nvidia and AMD are allocating chips and investing in to the companies, and [3] important to look at the balance sheet to ensure debt does not get too heavy (e.g. maintain positive cash flow)
178 епізодів
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Player FM сканує Інтернет для отримання високоякісних подкастів, щоб ви могли насолоджуватися ними зараз. Це найкращий додаток для подкастів, який працює на Android, iPhone і веб-сторінці. Реєстрація для синхронізації підписок між пристроями.
Схожі до This Week in Pre-IPO Stocks
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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continue reading
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continue reading
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Player FM - додаток Podcast
Переходьте в офлайн за допомогою програми Player FM !
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