EQ Saturday Sapience #91
Equity Intelligence 2nd November 2024
Dario Amodei, CEO of Anthropic, one of the most important AI companies, has published a must-read essay on how transformational AI will be going forward, How advanced algorithms are cracking the consumer code, Luxury market in India is undergoing a profound revolution and Bill Gates' discussion on some of the very important questions around humanity like how many lives will be saved with the help of AI over the next decade.
- Machines of Loving Grace… How AI Could Transform the World for the Better… Read more
- The burgeoning luxury retail space: What is behind the stupendous growth of India's luxury retail?... The luxury retail space in India is undergoing a profound revolution, powered by the country's rapidly expanding economy and rising disposable incomes… Read more
- As we move further into this data-driven era, the distinction between an algorithm and a consumer becomes uncertain. Brands that embrace this evolving technology, anticipating not just trends but also emotions, behaviours, and needs, will flourish… Read more
- Bill Gates on possibility, AI, and humanity… Watch here
- “All intelligent investing is value investing. You have to acquire more than you really pay for, and that’s a value judgment. But you can look for more than you’re paying for in a lot of different ways. You can use filters to sift the investment universe. And if you stick with stocks that can’t possibly be wonderful to just put away in your safe deposit box for 40 years, but are underpriced, then you have to keep moving around all the time. As they get closer to what you think the real value is, you have to sell them, and then find others. And so, it’s an active kind of investing. The investing where you find a few great companies and just sit on your ass because you’ve correctly predicted the future, that is what it’s very nice to be good at.” —Charlie Munger
