A.I. Big Picture: OpenAI Valuation, Rise of Robotics & Mag 7's Role
Schwab Network · Schwab Network
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Show Notes
Ben Emons talks all things A.I. He points to OpenAI's valuation bid that could propel it as the highest valued private company as reason enough to keep evolving tech top of mind. Ben believes the company can become highly profitable if it maintains its open source LLMs once it goes public. On the hardware side, Ben sees robotics as a long-term growth industry as Nvidia (NVDA) continues to mass produce chips. He later explains the Mag 7's role in the ecosystem and why he likes Microsoft (MSFT) among the group.
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