Three videos from last month you should watch

Welcome to AI Collision 💥,

In today’s collision between AI and our world:

• Karp thinks Burry is crazy
• The dark side of AI factories
• Boom or no boom, that is the question

If that’s enough to get the YouTube streaming, read on…

AI Collision 💥

Time for our regular end of month/start of the new month segment where I post some of the more interesting and useful videos I’ve been watching.

I watch a lot of stuff, listen to a lot of other stuff, read a lot more of everything else.

And sometimes there are videos that I think you should watch too to deepen your understanding of how big and impactful the changing nature of the AI roll out will be.

So here they are…

He is unconventional, he is erratic, but he might also be up there as one of the most important and impactful tech leaders of our time. Because of these reasons, because he’s not boringly normal he often gets hammered in the mainstream. But the more you listen to Alex Karp the more you start to see the insatiable drive and belief he has in Palantir.

This next one I found very interesting. Like any kind of massive change, there is immense disruption, and inevitable there is a human cost. AI is no different. For all the massive data centres, there is an ongoing encroachment into populated areas. With the good comes the bad, and begs the question, what would you do if Google or Amazon dropped a massive cluster of data centres in your backyard?

Finally, is it an AI bubble? Is it like the 90’s Dot-Com bust? Are we facing a crisis in the markets? Or should we continue to be far more optimistic about what’s coming?

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Boomers & Busters 💰

AI and AI-related stocks moving and shaking up the markets this week. (All performance data below over the rolling week).

Boom 📈

• Western Digital (NASDAQ:WDC) up 21%
• Teradyne (NASDAQ:TER) up 21%
• Cipher Mining (NASDAQ:CIFR) up 12%

Bust 📉

• Meta (NASDAQ:META) down 16%
• Intel (NASDAQ:INTC) down 10%
• Arm (NASDAQ:ARM) down 10%

From the hive mind 🧠

• Did Michael Burry (as in “The Big Short”) send the market reeling? He has taken big bets against the likes of Nvidia and is saying everything is overblown. Maybe it is, or maybe just his sheer star power can move markets?
• It moves so much like a human that people were convinced that it WAS a human… until Xpeng cut the thing open right down to its mechanical bones!
• It’s been a rough week for OpenAI from the talk of them leaning on the government for handouts to fund the AI rollout through so several families now suing them because of ChatGPT’s “delusions”. It’s a rocky path for the world’s largest private company.

Artificial Polltelligence 🗳️

Weirdest AI image of the day

ChatGPT’s random quote of the day

Thanks for reading, and don’t forget to leave comments and questions below,

Sam Volkering

Editor-in-Chief

AI Collision