WEBVTT - Advance Placement: The Companies That Will Dominate A.I.

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<v Speaker 1>An illegal alien from Guatemala charged with raping a child

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<v Speaker 1>in Massachusetts. An MS thirteen gang member from Al Salvador

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<v Speaker 1>accused of murdering a Texas man of Venezuelan charged with

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<v Speaker 1>filming and selling child pornography in Michigan. These are just

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<v Speaker 1>some of the heinous migrant criminals caught because of President

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<v Speaker 1>Donald J. Trump's leadership. I'm Christy nom the United States

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<v Speaker 1>Secretary of Homeland Security. Under President Trump, attempted illegal border

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<v Speaker 1>crossings are at the lowest levels ever recorded, and over

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<v Speaker 1>one hundred thousand illegal aliens have been arrested. If you

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<v Speaker 1>are here illegally, your next you will be fined nearly

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<v Speaker 1>one thousand dollars a day, imprisoned, and deported. You will

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<v Speaker 1>never return. But if you register using our CBP home

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<v Speaker 1>app and leave now, you could be allowed to return legally.

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<v Speaker 1>Do what's right. Leave now. Under President Trump, America's laws,

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<v Speaker 1>border and families will be protected.

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<v Speaker 2>Sponsored by the United States Department of Homeland Security.

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<v Speaker 3>Let's talk about AI. Let's talk well, okay, so.

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<v Speaker 4>Who will be the four most dominant companies in the

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<v Speaker 4>AI space? We gotta have keys on here sometimes too

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<v Speaker 4>to talk about it gonna be here today.

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<v Speaker 3>Yeah. I was just thinking about that. We should have

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<v Speaker 3>had them on today. Yeah, but I we.

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<v Speaker 2>Didn't know he was gonna be here Green and said,

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<v Speaker 2>you know who's gonna be there?

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<v Speaker 3>That is a fact, a fact the poster. So AI AI.

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<v Speaker 4>Let's talk about four most dominant companies in the AI space.

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<v Speaker 2>Of course, Apple, Microsoft, Google will probably be the third,

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<v Speaker 2>three biggest players. The fourth I don't think we've seen

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<v Speaker 2>creator Chap. I think we have which one? I think

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<v Speaker 2>we have and we just kind of overlook it. Tell

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<v Speaker 2>me more, Amazon, tell me more?

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<v Speaker 5>All right, So let's think about AI right inside the

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<v Speaker 5>homes you got alection? Okay, Let's think about the stores,

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<v Speaker 5>cash the stores, all right, let's think about it. Let's

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<v Speaker 5>think about e commerce. How do they know what we want?

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<v Speaker 5>They're using AI? How do they know what to recommend

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<v Speaker 5>for us?

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<v Speaker 6>Right? Let's think from logistics? Are they doing drone deliveries?

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<v Speaker 5>They're here, right, They're already the fact that they're they're

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<v Speaker 5>doing all these things and we're not even mentioning them.

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<v Speaker 5>Plus they have the capital and the infrastructure. It's like,

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<v Speaker 5>why are we not talking about them in the AI race?

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<v Speaker 6>I think even before Google, I would say I would say.

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<v Speaker 5>In video for sure, I would put in the other

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<v Speaker 5>semi AMD just from what they're creating now. AMD is

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<v Speaker 5>behind what Nvidia is doing right now. But I like AMD.

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<v Speaker 5>I think it's Apple, I think it's Microsoft as a four,

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<v Speaker 5>but I think Amazon. I think we need to make

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<v Speaker 5>it five. That's interesting. And then I got to sleep.

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<v Speaker 5>I'll let I'll let you give you other ones. Then

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<v Speaker 5>I'll give you a sleeper, I think as well.

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<v Speaker 4>I think Tesla is one of the most important because

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<v Speaker 4>transportation is what everybody's really waiting for. So I just

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<v Speaker 4>saw Alex get Energy shout out to him. He was

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<v Speaker 4>in a convention truckers and they have the battery that

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<v Speaker 4>can charge the eighteen wheeling in hight.

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<v Speaker 3>In fifteen minutes.

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<v Speaker 2>Yeah, that's incredible.

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<v Speaker 4>So they're already working on the tournaments driving eighteen wheelers.

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<v Speaker 4>I feel that within the next twenty years it will

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<v Speaker 4>really be on the road. As far as cars that's

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<v Speaker 4>driving them. The technology is already there, but it's so

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<v Speaker 4>tough politically, but it's only a matter of time. And

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<v Speaker 4>even without cars driving themself, there's still AI and but

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<v Speaker 4>the efficiency of transportation has to evolve, especially on planes.

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<v Speaker 4>Everything you think of drones all. So I feel like

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<v Speaker 4>transportation artificial intelligence is really going to change change that landscape.

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<v Speaker 4>Tesla is taking the lead in that and probably will

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<v Speaker 4>be the leader from a transportation standpoint, not just from

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<v Speaker 4>a car I think from eight at eighteen wheeler transportation standpoint.

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<v Speaker 4>They're already working on trains and I see a Tesla

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<v Speaker 4>plane happening.

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<v Speaker 5>Oh incredible, Wow, those are I mean even that company.

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<v Speaker 5>So Tesla makes the product, and that's what we talked

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<v Speaker 5>about this last night. Let's find the companies that are

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<v Speaker 5>helping making sure that product runs efficiently. And so if

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<v Speaker 5>we know if it's autonomous driving, they're going to need

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<v Speaker 5>semis that do Aultimately, what are the companies that are

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<v Speaker 5>doing that? So I think that that's a that's a

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<v Speaker 5>great point in transportation for Shure, but like that's an

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<v Speaker 5>opportunity find the companies that are helping making sure that

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<v Speaker 5>the charging stations are efficient, making sure that the batteries

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<v Speaker 5>are efficient, making sure that the AI inside the LED screen,

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<v Speaker 5>Like all these things have companies that are behind them.

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<v Speaker 2>And if you want to know a resources that you

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<v Speaker 2>can use, you can go to either A sixteen and

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<v Speaker 2>Z to the family or why combinators to see like

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<v Speaker 2>which AI companies are going to like be leaders in

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<v Speaker 2>the next two or three years that could get acquire

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<v Speaker 2>by Apple, Microsoft, Amazon, Tesla. Even with Sam at open Labs,

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<v Speaker 2>it's interesting, well, homework assignment what institution or company with

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<v Speaker 2>Sam Autman a part of before chat GPT came to

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<v Speaker 2>the forefront. He was very smart to like look at

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<v Speaker 2>everyone's ideas, provide funding and then put the best of

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<v Speaker 2>those ideas together, like into one or two products.

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<v Speaker 4>And with chat GBT, I was talking to keys like rememberone,

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<v Speaker 4>I was talking about the integration with crypto and web

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<v Speaker 4>three and how it all got to come together. Yeah,

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<v Speaker 4>So the chat GBT thing, a few a few companies

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<v Speaker 4>will benefit from it and we'll see full integration. Imagine

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<v Speaker 4>when chat GBT is part of your notes, Yeah, on

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<v Speaker 4>your iPhone, right, so when you're writing your notes, you

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<v Speaker 4>just start the sentence and then based off of how

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<v Speaker 4>you're actually writing, then it can finish it for st yeah,

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<v Speaker 4>like or when it's fully integrated with Microsoft work.

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<v Speaker 2>Yeah, that plug is not for Instacart a couple other retailers,

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<v Speaker 2>So imagine that have like a full app store, No.

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<v Speaker 4>For sure, So those companies have definitely benefit from it

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<v Speaker 4>for sure. And yeah, like chat GBT is still in

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<v Speaker 4>its infancy stages and it's still not like when the

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<v Speaker 4>app is fully developed on your phone and it's you know,

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<v Speaker 4>on the iPhone homepage and you just go to it

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<v Speaker 4>and it's like fully integrated with your iPhone notes and

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<v Speaker 4>you can literally write a book in ten minutes on.

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<v Speaker 3>Your iPhone notes. That changes everywhere.

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<v Speaker 4>Yeah, so I feel like, yeah, for sure, the companies

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<v Speaker 4>that already have the infrastructure in place, Apple, Microsoft, They're

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<v Speaker 4>gonna definitely benefit from it. And then all of the

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<v Speaker 4>other ancillary companies.

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<v Speaker 5>For sure, there's another one and I'll be interested. He

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<v Speaker 5>hold on because it's crazy around ending with the word

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<v Speaker 5>I was going to start with, but you said infrastructure

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<v Speaker 5>and I'm talking large scale enterprise.

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<v Speaker 6>What do you think about IBM?

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<v Speaker 5>This is a company, this is a legacy brand, right,

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<v Speaker 5>But when we talk about software, when you talk about hardware,

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<v Speaker 5>we talk about services at large scale. They've been here

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<v Speaker 5>doing it. In fact, we overlook it, right. But Watson

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<v Speaker 5>was one of those first things that it was we

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<v Speaker 5>marveled that and it was it was way too early.

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<v Speaker 5>We saw it on Jeopardy and it kind of crashed out,

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<v Speaker 5>but that what we were seeing. It happen in real time, right,

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<v Speaker 5>and they sold off Watson. But like IBM is one

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<v Speaker 5>of those companies when I think about large scale and

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<v Speaker 5>from an enterprise, because corporate still uses them. Yeah, they

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<v Speaker 5>might have an opportunity as well as a sleeper in

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<v Speaker 5>the space you don't need earners.

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<v Speaker 5>This episode is brought to you by P and C Bank.

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<v Speaker 5>A lot of people think podcasts about work are boring,

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<v Speaker 5>C Bank National Association Member FDIC.

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<v Speaker 2>Leadership. That's the only thing, Like you need a regime change,

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<v Speaker 2>like not trying to like offend anybody. There's a ceiling

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<v Speaker 2>on games you can win, Like let's say I like

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<v Speaker 2>stan Van Gundi's your coach shot at a stand in. Jeff,

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<v Speaker 2>I love you guys so much. These are just my thoughts,

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<v Speaker 2>not Trevors shot. So if they end up, you know,

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<v Speaker 2>interviewing you, these are my comments. I love your brother,

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<v Speaker 2>but I think with the CEOs they've had, I think

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<v Speaker 2>IBM has gotten really comfortable and they haven't pushed for it.

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<v Speaker 2>I think they got comfortable off the wins and the

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<v Speaker 2>victories in the eighties and nine and then everyone came

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<v Speaker 2>to take their lunch in the early two thousands. Infrastructure

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<v Speaker 2>is there, for sure. I just think you need new

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<v Speaker 2>leadership to be able to pull that off. Sleep the

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<v Speaker 2>Giant could be could be Sleep.

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<v Speaker 4>Yeah, we'll see and yeah, we'll have a more in

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<v Speaker 4>depth AI conversation.

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<v Speaker 3>We'll get keys on here like one of these weeks.

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<v Speaker 2>Yeah, and the hologround will stay Van Gundy.

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<v Speaker 6>Too, for sure, for sure.

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<v Speaker 2>How do you think it affected the NBA and NFL

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<v Speaker 2>the what the AI?

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<v Speaker 3>How will it affect it?

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<v Speaker 2>That would be crazy, Like if coach you started using

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<v Speaker 2>AI to like run data on players, because even my

0:10:37.559 --> 0:10:38.920
<v Speaker 2>dad was telling them when he was doing the tour

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<v Speaker 2>with the Raptors with you guys, like they were saying, enough,

0:10:41.520 --> 0:10:45.120
<v Speaker 2>the shots were off the high enough, So imagine if

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<v Speaker 2>you can pro like make.

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<v Speaker 6>Custom plans for that's a bad shot here as why.

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<v Speaker 4>Yeah, So well, everybody, once we start, once we start

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<v Speaker 4>talking about AI, nobody has anybody heard of virtual reality anymore.

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<v Speaker 4>Nobody's even talking about virtual reality or NFCS yeah, or

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<v Speaker 4>augmented reality. Yeah, but I always felt that virtual reality,

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<v Speaker 4>augmented reality is a future of sports. From a viewing standpoint, Yeah,

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<v Speaker 4>it's like if you can be front row to watch

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<v Speaker 4>Lebron and you feel like you're actually front row, Like

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<v Speaker 4>that's game changing.

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<v Speaker 5>You can sell that ticket a million times for the

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<v Speaker 5>same seat. Absolutely, And we talked to some guys, you know,

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<v Speaker 5>we were with the NFLPA not just from a game

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<v Speaker 5>standpoint or a fan standpoint, but from an athlete standpoint.

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<v Speaker 6>Imagine if I didn't have to get hit.

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<v Speaker 5>In practice, and I could go through practice virtually, right,

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<v Speaker 5>Like these are the type of things like I could

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<v Speaker 5>actually have game feeld game film in my headset. Now

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<v Speaker 5>do I have to spend three hours at the facility?

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<v Speaker 6>Right?

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<v Speaker 5>It changes things, It makes things more efficient. But sports,

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<v Speaker 5>like you said, like virtual reality is one of those

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<v Speaker 5>spaces was like, yeah, this makes a lot of sense,

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<v Speaker 5>and there's a lot of money to be made. I

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<v Speaker 5>can sell the same seat at court side at the

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<v Speaker 5>Knicks game to ten thousand people.

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<v Speaker 6>Yeah, well that's better than some on it once.

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<v Speaker 4>But that's the thing. It's like every because like remember

0:12:10.400 --> 0:12:16.200
<v Speaker 4>the metaverse. So it's like I'm just saying, like people

0:12:16.880 --> 0:12:19.120
<v Speaker 4>people have showing attention spans. They focus on one thing

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<v Speaker 4>at a time. It's like, oh, doge coin.

0:12:21.920 --> 0:12:22.440
<v Speaker 3>Is the future?

0:12:22.960 --> 0:12:23.720
<v Speaker 6>I said it wasn't.

0:12:23.920 --> 0:12:28.280
<v Speaker 4>Then it's like, oh the metaverse. Then it's like oh NFTs.

0:12:28.520 --> 0:12:33.640
<v Speaker 4>Now it's like oh chat GBT so. But at one

0:12:33.679 --> 0:12:35.720
<v Speaker 4>point a lot of these stuff is going to start

0:12:35.720 --> 0:12:38.440
<v Speaker 4>to merge together because it's still there's still people in

0:12:38.480 --> 0:12:39.040
<v Speaker 4>the metaverse.

0:12:39.160 --> 0:12:42.200
<v Speaker 3>Yeah, it's just nobody. He took nobody, nobody spokes about

0:12:42.200 --> 0:12:42.680
<v Speaker 3>it anymore.

0:12:42.920 --> 0:12:45.000
<v Speaker 4>But at some point that's going to have some viability

0:12:45.000 --> 0:12:47.160
<v Speaker 4>to it at some point, you know what I mean,

0:12:47.200 --> 0:12:49.959
<v Speaker 4>Like augmentary reality, virtuality, they're going to get it right,

0:12:50.480 --> 0:12:53.160
<v Speaker 4>like and at some point AI is going to be,

0:12:53.480 --> 0:12:56.760
<v Speaker 4>you know, take over the whole situation. But it's like

0:12:57.960 --> 0:13:01.520
<v Speaker 4>these things have six months, yeah, and talking points, it's

0:13:01.559 --> 0:13:03.440
<v Speaker 4>like six months until something new.

0:13:03.920 --> 0:13:06.480
<v Speaker 5>Thing comes up in the metaverse, right if they're paying

0:13:06.520 --> 0:13:08.160
<v Speaker 5>robuts not much difference.

0:13:08.559 --> 0:13:11.120
<v Speaker 2>Yeah, apple, they once they get that cost down for

0:13:11.559 --> 0:13:12.200
<v Speaker 2>the headset.

0:13:12.640 --> 0:13:15.280
<v Speaker 4>But look, a lot of people brought land in the

0:13:15.400 --> 0:13:21.480
<v Speaker 4>metaverse real estate fifty thousand dollars mistakes. That was completely stupid. Yes,

0:13:21.520 --> 0:13:24.800
<v Speaker 4>because that's worth nothing. They pay fifty thousand dollars for

0:13:24.840 --> 0:13:26.520
<v Speaker 4>a house in the metaverse to live next to Snoop.

0:13:26.559 --> 0:13:29.440
<v Speaker 4>But just think about that rationally, why would you pay

0:13:29.440 --> 0:13:32.199
<v Speaker 4>fifty thousand dollars for a house in the metaverse?

0:13:32.280 --> 0:13:32.640
<v Speaker 6>Ladies?

0:13:32.640 --> 0:13:35.280
<v Speaker 2>If men will do that getting that DMS and promising

0:13:35.360 --> 0:13:37.199
<v Speaker 2>the world and get.

0:13:36.760 --> 0:13:39.320
<v Speaker 5>There was some people will rationalizing it, right, Like some

0:13:39.360 --> 0:13:42.400
<v Speaker 5>people made rational and it was like ooh, okay. From

0:13:42.440 --> 0:13:44.400
<v Speaker 5>a standpoint where it was like, oh, I can have people,

0:13:44.520 --> 0:13:47.480
<v Speaker 5>we could do invents inside here, they could have all

0:13:47.520 --> 0:13:50.120
<v Speaker 5>types of incentives inside of it. I was like, okay,

0:13:50.320 --> 0:13:53.280
<v Speaker 5>but yeah, if I don't own physical it's tough.

0:13:53.120 --> 0:13:53.880
<v Speaker 6>For me to do too.

0:13:53.960 --> 0:13:57.840
<v Speaker 4>But even if you, like I said, fomo missing out out, Yes,

0:13:57.920 --> 0:14:03.400
<v Speaker 4>people do things. You can rationalize anything. Yes, that's the

0:14:03.520 --> 0:14:06.720
<v Speaker 4>that's the scary. That's the scary part about life. You

0:14:06.720 --> 0:14:10.120
<v Speaker 4>can make an excuse for whatever you want to anything. Yeah,

0:14:10.400 --> 0:14:11.960
<v Speaker 4>I mean you could.

0:14:12.040 --> 0:14:15.400
<v Speaker 3>You could. You can rationalize anything. It doesn't mean it's rational.

0:14:15.600 --> 0:14:22.120
<v Speaker 4>Yeah, yes, that is trade. So just be careful with

0:14:22.160 --> 0:14:24.800
<v Speaker 4>these with these new and if that's men's these new

0:14:24.840 --> 0:14:25.360
<v Speaker 4>things that cut.

0:14:25.480 --> 0:14:27.120
<v Speaker 2>Like I said, take your time, and let's be honest,

0:14:27.160 --> 0:14:31.240
<v Speaker 2>it's the VC firms that are pushing the propaganda behind it.

0:14:31.480 --> 0:14:33.200
<v Speaker 2>N f T is in the Worklet's move to metaverse.

0:14:33.280 --> 0:14:35.280
<v Speaker 2>I told you I wouldn't go work shot the meta

0:14:35.600 --> 0:14:37.040
<v Speaker 2>Hi mar Hi jod Wrin.

0:14:37.160 --> 0:14:37.520
<v Speaker 6>Thank you.

0:14:37.880 --> 0:14:41.200
<v Speaker 2>I haven't got a season this yet, which means I'm right,

0:14:41.240 --> 0:14:44.160
<v Speaker 2>thank you. I'll be there in two weeks. N f

0:14:44.240 --> 0:14:45.800
<v Speaker 2>T is dead in the water.

0:14:46.520 --> 0:14:47.000
<v Speaker 3>Uh a.

0:14:47.200 --> 0:14:51.520
<v Speaker 2>I is gonna stay around. Stop when I'm lying, spit

0:14:51.600 --> 0:14:53.440
<v Speaker 2>it through something though, I'm looking back and we got

0:14:53.480 --> 0:14:58.240
<v Speaker 2>a love audience. What's going on? So and also and

0:14:58.280 --> 0:15:00.560
<v Speaker 2>for culturally, like if you go to like your aunt,

0:15:00.720 --> 0:15:03.160
<v Speaker 2>your grandma, your friend, and like, hey, Like if I

0:15:03.200 --> 0:15:04.480
<v Speaker 2>came to you and say, man, I'm gonna send you

0:15:04.520 --> 0:15:08.720
<v Speaker 2>a virtual house for two point fifty you like, what

0:15:08.760 --> 0:15:09.360
<v Speaker 2>are you doing?

0:15:09.640 --> 0:15:10.280
<v Speaker 6>Send it open?

0:15:10.880 --> 0:15:11.160
<v Speaker 3>Hey?

0:15:11.880 --> 0:15:13.960
<v Speaker 2>If you go fall with that, listen, I can sell

0:15:14.000 --> 0:15:16.440
<v Speaker 2>you deceit to be the next president of the United States.

0:15:16.760 --> 0:15:19.520
<v Speaker 2>Don't get caught up and the next thing just by

0:15:19.560 --> 0:15:22.400
<v Speaker 2>the biggest companies like follow with the five biggest governments,

0:15:22.760 --> 0:15:25.280
<v Speaker 2>five biggest heads funds are doing. Like if black Rock

0:15:25.640 --> 0:15:29.320
<v Speaker 2>is not putting any money into virtual land or metaverse

0:15:30.040 --> 0:15:34.880
<v Speaker 2>or digital OnlyFans, girls, you shouldn't either digital.

0:15:36.160 --> 0:15:36.440
<v Speaker 6>Leave it.

0:15:37.200 --> 0:15:40.520
<v Speaker 2>She doesn't love you like that, brother, Let it go.

0:15:42.640 --> 0:15:47.880
<v Speaker 4>My graduate from my school being forced bad drop bag drop,

0:15:48.520 --> 0:15:50.960
<v Speaker 4>Mike drop bad drop drop.

0:16:01.240 --> 0:16:04.920
<v Speaker 1>An illegal alien from Guatemala charged with raping a child

0:16:04.960 --> 0:16:08.720
<v Speaker 1>in Massachusetts. An MS thirteen gang member from Al Salvador

0:16:08.960 --> 0:16:13.120
<v Speaker 1>accused of murdering a Texas man of Venezuelan charged with

0:16:13.200 --> 0:16:17.080
<v Speaker 1>filming and selling child pornography in Michigan. These are just

0:16:17.160 --> 0:16:20.960
<v Speaker 1>some of the heinous migrant criminals caught because of President

0:16:20.960 --> 0:16:24.520
<v Speaker 1>Donald J. Trump's leadership. I'm Christy nom the United States

0:16:24.560 --> 0:16:29.360
<v Speaker 1>Secretary of Homeland Security. Under President Trump, attempted illegal border

0:16:29.400 --> 0:16:32.960
<v Speaker 1>crossings are at the lowest levels ever recorded, and over

0:16:33.000 --> 0:16:36.240
<v Speaker 1>one hundred thousand illegal aliens have been arrested. If you

0:16:36.320 --> 0:16:40.160
<v Speaker 1>are here illegally, your next you will be fine nearly

0:16:40.240 --> 0:16:44.240
<v Speaker 1>one thousand dollars a day, imprisoned and deported, you will

0:16:44.280 --> 0:16:47.920
<v Speaker 1>never return but if you register using our CBP home

0:16:48.000 --> 0:16:51.360
<v Speaker 1>app and leave now, you could be allowed to return legally.

0:16:51.720 --> 0:16:56.480
<v Speaker 1>Do what's right, leave now. Under President Trump America's laws,

0:16:56.640 --> 0:16:59.080
<v Speaker 1>border and families will be protected.

0:16:59.160 --> 0:17:01.320
<v Speaker 2>Sponsored by the state's Department of Homeland Security,