Speaker 1: Bloomberg Audio Studios, podcasts, radio news.
Speaker 2: Single best idea and just a window into how we
Speaker 2: make the sausage. I'm a big believer from my childhood
Speaker 2: of delegating authority. I have no idea who the guests
Speaker 2: are going to be. A day before, two days before,
Speaker 2: and most importantly, ten minutes before we go to air.
Speaker 2: I purposely, purposely stay away from it. We have a
Speaker 2: wonderful team want on, Eric driving that forward, who invent
Speaker 2: the show every day. So today we've got wind Thin
Speaker 2: definitive at the Bank of Nassau, Columbia, PhD, just expert
Speaker 2: on foreign exchange and particularly the Pacific RIM. And then
Speaker 2: we got man Deep sing and by chance they're sitting
Speaker 2: in the studio together. Why not have the two of
Speaker 2: them together on AI this day of Nvidia. It was magical.
Speaker 2: Here's the economist Win Thin on what AI is doing
Speaker 2: to us from.
Speaker 1: A top down macro stampoint.
Speaker 3: I think the investment in AI is certainly sort of
Speaker 3: I think papering over sort of what I think are
Speaker 3: cracks in the consumer into the labor market.
Speaker 1: So we're getting very unbalanced.
Speaker 3: If you look at the headline, you know, going somewhere
Speaker 3: two and a half percent in GDP, but it's very unbalanced.
Speaker 3: I think mix. I'd like to see the consumer feeling
Speaker 3: a little bit better. You know, we've seen all the
Speaker 3: Seamer sentiment numbers and all that. But you know, I
Speaker 3: think now a question I think you always get asked us, well,
Speaker 3: where's AI?
Speaker 1: Really? Well, how do you monetize it?
Speaker 3: Is?
Speaker 4: It?
Speaker 1: Really? Is all this investment going to pay off? Went thin?
Speaker 2: They're talking to Mandeep Singing, and of course man Deep
Speaker 2: had a brilliant answer. But here's Mandeep Singing with electrical
Speaker 2: engineering just absolutely definitive at Bloomberg Intelligence on almost from
Speaker 2: a system's analysis basis the machinery of our modern technology
Speaker 2: of AI. And frankly how Invidio redounds back aside, he
Speaker 2: may clear Gemini three. Thanks James Benika for a wonderful
Speaker 2: essay on LinkedIn today on the new Gemini three, Mandeep
Speaker 2: Singh said that Gemini three is a threat to in
Speaker 2: Vidio because they don't use nvidio chips over at Google.
Speaker 2: Little things like that. Here men Deep sing on artificial
Speaker 2: intelligence in the world.
Speaker 4: Of tech, I would argue, you know, we have been
Speaker 4: constantly retraining people. If you think of a knowledge worker,
Speaker 4: you know, using software, whether it's Excel or any other
Speaker 4: type of productivity software. The number of features that keep
Speaker 4: coming which you have to train yourself on to be
Speaker 4: more productive. That's been the constant theme over the last
Speaker 4: thirty forty years. What's changed now is some of this
Speaker 4: productivity software is going to change, and the tools are
Speaker 4: going to change in a profound way in terms of
Speaker 4: AI agents or some of the things that get thrown around.
Speaker 2: Bendeep Singer of Bloomberg Intelligences, and of course he and
Speaker 2: rag Rana and the rest of our team will provide
Speaker 2: copious coverage here of what we see from Nvidia this
Speaker 2: afternoon and your podcast on Apple, on Spotify, on YouTube podcasts.
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