140. This is What Risk Looks Like

Investing Unscripted

In this episode, Jeff and Jason discuss the recent AI market shakeup with special guests Nick and Kasey Rossolillo of Chipstock Investor. The conversation revolves around the unexpected impact of DeepSeek's AI developments, which have caused significant shifts in AI-related stocks. The group explores why companies might spend heavily on high-end AI infrastructure, the potential long-term implications of commoditized AI, and the importance of maintaining a diversified investment portfolio.

Be sure to check out https://chipstockinvestor.com/

03:35 DeepSeek and AI Market Uncertainty

06:11 DeepSeek's Technological Impact

10:34 Big Tech's AI Investments

17:06 NVIDIA and Cloud Computing

27:17 The Evolution of Search Algorithms

28:14 Understanding Jevons Paradox in Technology

30:05 Real-World Examples of Technological Paradoxes

34:09 The Importance of Diversified Portfolios

42:08 The Future of AI and AGI

49:08 Long-Term Investment Strategies in AI

Companies mentioned: AMD, AMZN, CRM, EME, GOOG, INTC, ORCL, MSFT, NVDA, TSM

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