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Episode 380: Crypto, Google, & the AI Valley of Despair

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Manage episode 418529797 series 2555948
Content provided by Jared Dillian Money and Jared Dillian. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jared Dillian Money and Jared Dillian or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Anytime a new technology is developed, there's an initial hype phase where money pours into the space, which leads to overinvestment and malinvestment. Then you enter the Valley of Despair before getting a second bull market years down the line. In episode 380, Jared clarifies why we may be close to completing the first runup in AI, why crypto has no place in the Awesome Portfolio, why he’s so bearish on Google, the 2024 election, and more.

  continue reading

168 episodes

Artwork
iconShare
 
Manage episode 418529797 series 2555948
Content provided by Jared Dillian Money and Jared Dillian. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jared Dillian Money and Jared Dillian or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Anytime a new technology is developed, there's an initial hype phase where money pours into the space, which leads to overinvestment and malinvestment. Then you enter the Valley of Despair before getting a second bull market years down the line. In episode 380, Jared clarifies why we may be close to completing the first runup in AI, why crypto has no place in the Awesome Portfolio, why he’s so bearish on Google, the 2024 election, and more.

  continue reading

168 episodes

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