The Intersection Of AI And Geopolitics From An Investing Lens

Summary

• Rapid advancements in artificial intelligence are influencing global power dynamics in ways that are reshaping the investment landscape.
• It's at the white-hot center of global Geopolitical competition and nowhere is that clearer than in the technology competition between the US and China.
• The training costs is still very much a question mark, but also to be able to train a model like that, it still builds upon the billions and billions of dollars that's already been invested in large language models.
• This idea that you can actually have a native developed Chinese technology completely independent of the US technology - that assumption's not necessarily right.

Olemedia

Episode Description

Rapid advancements in artificial intelligence are influencing global power dynamics in ways that are reshaping the investment landscape. So, how are these AI developments impacting geopolitics, and what does this mean for investors?

Catherine Kress, Head of