What We Think About OpenAI ITK With Cathie Wood
>> YOUR LINK HERE: ___ http://youtube.com/watch?v=FcfVaC4dlek
On episode 60 of In the Know, ARK CEO/CIO, Cathie Wood is joined by ARK's Chief Futurist Brett Winton to discuss our thoughts on OpenAI and shifts in the AI market and where value can be captured. Cathie also breaks down a strong jobs report, among other economic data. • As always, Cathie discusses fiscal policy, monetary policy, market signals, economic indicators, and innovation. We hope you find this monthly series useful, especially during periods of heightened volatility. Stay Healthy. Stay Innovative. • 00:00:00 Intro • 00:02:06 Forecasted AI Enterprise Value • 00:06:02 Forecasted AI Revenue and Gross Profit • 00:09:46 AI Data Repositories • 00:12:14 Biological Data Is Big Data • 00:21:10 M2 Money Supply vs CPI Inflation • 00:25:08 China M2 Money Supply • 00:26:34 Fed Funds Rate vs Headline CPI • 00:29:32 Consumer Sentiment Surveys • 00:31:30 Jobs Report Breakdown • 00:38:39 US Personal Savings Rate • 00:41:22 Oil Prices • 00:42:35 Metals to Gold Ratio • 00:45:58 High Yield Bond Spread • 00:47:47 Closing Thoughts • 00:50:10 Outro • • To learn more about ARK: https://arkinv.st/ARKInvest • • For more updates, follow us on: • Twitter: https://arkinv.st/Twitter • LinkedIn: https://arkinv.st/LinkedIn • Facebook: https://arkinv.st/Facebook • Instagram: https://arkinv.st/Instagram • Disclosure: http://arkinv.st/39rzF94
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