Your friendly podcasters are ready to blow your mind 🤯
Welcome to AI Collision 💥,
In today’s collision between AI and our world:
- Podcasting friends make life easy
- TSMC blows the roof off
- Smashing…what?
If that’s enough to get the pods casting, read on…
AI Collision 💥
We stand at an important intersection of media and AI. There is the potential that we end up with content that is FUBAI (For Us, By AI) and that we end up with content, BUBAIFU (By Us, By AI, For Us).
OK, those are both quite shi**y acronyms I’ll admit, but I do think the media landscape is set for incredible change.
I alluded to this in the “From the Hive Mind” section on Tuesday with one of the posts in particular – I won’t say which one, you’ll be able to figure it out from what you’re about to hear.
So, I think to best explain what’s going to happen from this is to just show you/let you hear it for yourself.
What I’ve done is asked a couple of American friends to take a deep dive into a very important document, the latest and updated report from the US Department of Energy, “Pathways to Commercial Liftoff: Advanced Nuclear“.
Now you can see the full PDF report and read the 83 pages for yourself… or… you can hear what my friends have to say in this insightful 15-minute podcast diving into and analysing the report for you.
I’ll let you decide.
or the podcast below…
If you decide to listen to the podcast, I’d like you to leave a comment with your thoughts on it. Also let us know if you’d like our friends to do some more of these things for you to help broaden your knowledge and horizons of important aspects of science and technology.
#AD
The #1 Energy Stock for 2025
If you’ve been following my work for a while, you know there’s one energy source I’ve been especially bullish on… nuclear energy.
Back in March, I could see the stars were aligning. I released a video predicting we were on the cusp of a global nuclear “reboot”. And that prediction has played out almost to a tee… In just the last year, Morgan Stanley, Bank of America, Barclays and BNP Paribas have ALL pledged their support for nuclear. Microsoft partnered with Constellation Energy to reboot the infamous Three Mile Island nuclear plant.
And that’s AFTER 22 countries – including the U.S., UK, Japan, and France – committed to TRIPLE their nuclear energy production.
Want to find what happens next? With 491 new reactors planned across 35 countries… I believe this already booming market is about to enter a full-blown mania.
But how can you, as an investor, seize this opportunity?
I’ve prepared an urgent briefing that outlines 3 specific steps you can take right now to position yourself for potentially massive profits.
Click here for my full presentation: “The $100 Trillion Nuclear Reboot”.
[Capital at risk. Forecasts are not a reliable indicator of future results.]
AI gone wild 🤪
At the time of writing (I’m now on Australian time) Elon Musk hasn’t held the “Robotaxi” event that’s set for 7pm Thursday US Pacific time.
So, I can’t really talk about it much… but I will next week. Because I’ve been covering autonomous systems and self-driving cars for over a decade now. And this could be the biggest leap forward yet. Plus, at the core of it all is AI. But that will have to wait for next week…
For now, we just need to sit back and enjoy the filthy revenue growth that any company even remotely linked to the rollout of AI is experiencing.
Forget what the market does, just look at the numbers, and you’ll see this AI juggernaut is only going to continue.
Taiwan Semiconductor Company (TSMC) reported its September revenues this week. This is not a quarterly number; this is just for the month.
39.4% growth year on year, lifting quarterly revenue to US$7.8 billion for the month.
The company’s full-quarter earnings are set to come out this time next week. And just like we’ve said in every quarter for the last two years, expect the earnings to beat expectations again.
That said, the stock price will probably fall on the earnings beat (which seems to be a reoccurring theme) but make no mistake, TSMC revenues and earnings are just going to grow for a while.
We don’t know how long, but if Mark Zuckerberg’s infinite scaling suggestion is legit, then maybe TSMC, like Nvidia, just keeps increasing revenues until it absorbs every unit of money in the world… or until AI just does everything so efficiently and productively that we don’t need money anymore.
We sidetracked a little there. But the point is that TSMC is now almost back at the trillion-dollar mark. And if you’re still in any doubt as to why, then look at this…
The start of this chart is 30 November 2022. That’s the date ChatGPT was released into the “wild”, kicking off the generative AI boom.
TSMC is now up over 132% since that date.
This is what happens when a breakthrough technology grasps hold of the world, investors and the market. How high can TSMC go?
Time will tell, but it certainly looks like there’s still more upside in store. Just… don’t do anything rash. Remember, it’s worth seeing past earnings next week at least. That’s because the market is an unpredictable beast, and even an earnings beat can result in a stock beat-up.
Boomers & Busters 💰
AI and AI-related stocks moving and shaking up the markets this week. (All performance data below over the rolling week).
Boom 📈
- Veritone (NASDAQ:VERI) up 27%
- Brainchip (ASX:BRN) up 15%
- C3.ai (NYSE:AI) up 14%
Bust 📉
- iRobot (NASDAQ:IRBT) down 5%
- Lantern Pharma (NASDAQ:LTRN) down 4%
- Tesla (NASDAQ:TSLA) down 3%
From the hive mind 🧠
- I’m calling it now, Meta is going to be the world’s most valuable company inside of the next three years. And it will really explode quite possibly into a $10 trillion company when they fully release their AR/AI glasses to the consumer market. Until then, it’s baby steps to integrate AI into their increasing array of products.
- Imagine you just revealed your most intimate, sexy, dirty little secrets…to an AI girlfriend. Except now, the whole world knows about it. It’s like the Ashley Maddison saga all over, but with AI.
- AI that can reason, is one of the critical elements that gets AI to be as close to humanlike as we’ve ever seen. Enough so that it may even pass the Turing test, Nvidia’s CEO has some idea as to how and when that might happen.
Artificial Polltelligence 🗳️
With Elon’s Robotaxi event getting a lot of hype, I am very curious if a Robotaxi rolled up on your doorstep…
Weirdest AI image of the day
Rock band names! Can you guess them? – r/weirddalle
ChatGPT’s random quote of the day
“Imagination is more important than knowledge. For knowledge is limited, whereas imagination embraces the entire world.” — Albert Einstein
Thanks for reading, and don’t forget to leave comments and questions below,
Sam Volkering
Editor-in-Chief
AI Collision
Only listened to a couple of minutes. That was enough! Not impressed!
Not really a “deep dive” into the subject, more like a shallow propaganda exercise
Now that the auto industry has had time to normalise the concept of cars on subscription through the use of PCPs . The transition to subscription robotaxi services via your smartphone becomes far easier. No more parking issues, on demand transport without the time consuming refuelling, servicing, maintenance, repairs and breakdowns. I absolutely hate the idea but will no doubt end up using such robotaxi services in the not too distant future because personal transport is on course to become prohibitively expensive and extremely restricted. Some technologies are both exciting and depressing at the same time but for those who refuse to use them, prepare to be left behind.
We know china is the biggest manufacturer of solar and wind energy systems. Now ai is looking utilising nuclear power, are the Chinese now the best carriage makers in the age of the automobile?
I must say, I’ve not spent much time in a Chinese car. Mine tend to be German or Italian…but from what I know, they’re very far ahead when it comes to EVs and autonomous systems.
I read the 83 page report. Sounds naive, they don’t want to see how $$ it’s really going to be – the old reactors closed down because it got unaffordable. Too much wishful thinking. I invest in some nuclear stocks now but I’m ready to take profits next year.
I agree with Robert; not exactly a ‘deep dive’ and rather stilted, if that’s the right word?
I think the thing is that it’s probably for now at least, more an indication that you can feed AI a relatively large document, and in mere minutes it gives you a more “natural” digest of what the content is all about. Also it depends on how you consume your content, I personally can’t absorb anything from a podcast, I prefer to read to absorb, but I know plenty of people that swear by them and it’s maybe something that suits a specific kind of learner
[…] I wrote last Friday’s AI Collision, Tesla hadn’t hosted its “Robotaxi” event just yet. Now it has and wow – it was […]