Portfolio Manager Michael Lippert and Assistant Portfolio Manager Ishay Levin discuss their outlook for artificial intelligence, electric vehicles, semiconductors, and cloud computing at the Baron Capital Thought Leadership Forum held on June 14, 2023.
▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
0:00 - Introduction
1:17 - Defining AI. What is it? What does it mean?
5:11 - Practical Use Cases for AI
7:24 - Layers of the AI Stack
10:34 - Training AI...Data as the New Oil
13:00 - AI Applications…ChatGPT, Bard, and more.
15:41 - Beneficiaries of the AI Boom
17:36 - What Inning Are We In?
18:42 - Electric Vehicles, AI, and Autonomous Driving
23:11 - EV Adoption and Market Penetration
27:09 - Risks to Adoption and EV Market Growth
31:46 - How Does the IRA Support EV Transition?
35:39 - Will AI Winners Come from Public or Private Market?
38:18 - EV Differentiation via Software and AI
41:33 - GM and Ford Charging Agreement with Tesla
43:07 - EV Semi-Truck Feasibility
45:04 - AI Privacy and Security Concerns
47:20 - Determining Authenticity in an AI Future
49:10 - Tesla Autonomy vs. GM and Cruise Approach
53:17 - Investing in Growth and Disruptive Trends
55:08 - Closing Thoughts from Ishay Levin
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