Top 3 AI Stocks I'm Buying Now (Over Nvidia Stock)
TLDRThis video script discusses two significant trends set to shape the future: the rapid advancement of microchip technology and the increasing ease of interacting with computers. It highlights the potential for investment in companies like AMD and Qualcomm, which are leading the way in chip development, and Apple and Neuralink, which are pioneering in mixed reality and brain-computer interfaces. The script suggests that these technologies will not only revolutionize computing but also offer lucrative investment opportunities, especially for those interested in pre-IPO companies through platforms like Disrupter.
Takeaways
- 🚀 Microchips are continuously getting faster and smaller, doubling in power every two years as predicted by Moore's Law.
- 📱 The iPhone 14 is approximately 60 million times more powerful than the Apollo 11 computer, showcasing the rapid advancement in computing power.
- 🌐 Interaction with computers is becoming easier, expanding the user base and market size for various applications.
- 💻 AMD and Qualcomm are leading chip manufacturers focusing on power efficiency and performance, making them attractive investments.
- 🚗 AMD has a significant market share in data centers, personal computers, and gaming consoles, with a focus on power-efficient CPUs.
- 🚘 Qualcomm dominates the connected car market and has a substantial share in the mobile processor market, with a growing annual growth rate.
- 🕶️ Apple's Vision Pro and other mixed reality headsets are expected to become mainstream, with Apple's App Store potentially becoming a significant platform for VR developers.
- 🧠 Neuralink, co-founded by Elon Musk, aims to develop brain-computer interfaces, with the potential to revolutionize treatment for neurological disorders.
- 🧠 Neuralink's technology could enable people to upgrade their brain implants like smartphones, offering long-term functionality and adaptability.
- 🔗 Disrupter, a private equity investing app, allows accredited investors to invest in pre-IPO companies like Neuralink, providing access to high-growth potential investments.
- 📈 Investors should consider the time horizon and market trends when investing in companies that align with technological advancements in computing and user interaction.
Q & A
What are the two big trends that are expected to make investors a lot of money in the coming years?
-The two big trends are the continuous advancement in microchip technology, making them faster and smaller, and the increasing ease of interacting with computers, which broadens their usage and market size.
How has the power of microchips evolved since the Apollo 11 mission?
-The iPhone 14 is roughly 200,000 times more powerful than Apollo 11's main computer. If the same size, the iPhone would be about 60 million times more powerful, reflecting a doubling in computer power every two years for the last 54 years.
What are some examples of how computers have become easier to interact with over time?
-Interaction with computers has evolved from punch cards to keyboards, touchscreens, voice control, and upcoming technologies like eye tracking and gesture controls.
Which companies are leading the way in designing small but powerful chips?
-AMD and Qualcomm are leading the way, with AMD focusing on power efficiency for data centers, personal computers, and automotive infotainment systems, while Qualcomm dominates the connected car market and mobile processor market.
What is Apple's potential role in the future of computing platforms?
-Apple is expected to play a significant role with its mixed reality headset, the Vision Pro, which could become a major platform due to the Apple App Store's vast ecosystem and market share.
What is Neuralink and what is its potential impact on the future of computing?
-Neuralink, co-founded by Elon Musk, aims to develop a brain-computer interface that wirelessly transmits brain signals. It has the potential to revolutionize the treatment of neurological issues and could eventually lead to a symbiosis with artificial intelligence.
How does Neuralink's technology work?
-Neuralink's technology involves implanting thin threads into the brain that can detect and transmit neural signals. A robot inserts these threads, and a decoder translates the signals into actions, such as operating a computer.
What are the near-term applications of Neuralink's technology?
-In the near term, Neuralink's technology could help restore vision and treat a variety of brain diseases, such as stroke, paralysis, Parkinson's, dementia, and Alzheimer's, by allowing people to operate devices with their minds.
How can accredited investors participate in Neuralink's growth?
-Accredited investors can invest in Neuralink through the Disrupter app, which allows them to invest in pre-IPO companies like Neuralink, with the investment round closing on August 7th.
What is the long-term vision for Neuralink?
-The long-term vision for Neuralink is to achieve a symbiosis with artificial intelligence, democratizing intelligence and allowing humans to merge with machines in a healthy way, enhancing our capabilities alongside AI's growth.
Outlines
🚀 Rapid Technological Advancements in Microchips
The first paragraph discusses two significant trends that are expected to benefit investors in the coming years. The first trend is the continuous miniaturization and increase in power of microchips, exemplified by the comparison between the iPhone 14 and Apollo 11's main computer. The second trend is the increasing ease of interacting with computers, which broadens their use and market size. The paragraph emphasizes the rapid growth in computer power over the past 54 years, as predicted by Moore's Law, and the potential for further acceleration due to hardware accelerators and AI. It also highlights the evolution of user interaction with computers, from punch cards to touchscreens and the rise of voice control and gesture controls.
🌐 Investing in the Future of Computing
The second paragraph focuses on investment opportunities related to the aforementioned trends. It mentions companies like AMD and Qualcomm, which are leading the market in designing small but powerful chips for various devices. AMD's focus on power efficiency and its significant market share in data centers and gaming consoles is highlighted, as well as Qualcomm's dominance in the connected car market and mobile processor market. The paragraph also discusses the potential of augmented reality and mixed reality headsets, with a focus on Apple's Vision Pro and the expected growth in the VR market.
🧠 The Frontier of Brain-Computer Interfaces
The third paragraph delves into the potential of brain-computer interfaces, particularly Neuralink, a company co-founded by Elon Musk. It discusses the company's progress in developing a device that can wirelessly transmit brain signals, with the initial goal of helping people with neurological issues control devices with their minds. The paragraph describes the technology, the implant's capabilities, and the potential for upgrading the implant over time. It also touches on the broader implications of Neuralink's technology, including the restoration of vision and the treatment of various brain diseases, and the ultimate goal of achieving symbiosis with artificial intelligence.
📈 Investment Opportunities in Neuralink
The final paragraph provides information on how accredited investors can invest in Neuralink through the Disrupter app, which allows investment in pre-IPO companies. It mentions the upcoming closure of the investment round and encourages viewers to use the provided link to invest. The paragraph also emphasizes the potential growth of Neuralink, given its recent FDA approval for human clinical trials and the company's valuation compared to other tech companies.
Mindmap
Keywords
💡Microchips
💡Moore's Law
💡Hardware Accelerators
💡AI (Artificial Intelligence)
💡Mixed Reality
💡Investment
💡AMD
💡Qualcomm
💡Neuralink
💡Disrupter
💡Brain-Computer Interface (BCI)
Highlights
Two big trends that will make investors a lot of money in the next few years.
Microchips are getting faster and smaller, doubling in power every two years for the last 54 years.
The iPhone 14 is 200,000 times more powerful than Apollo 11's main computer.
Interacting with computers is getting easier, expanding the market for various tasks.
AMD and Qualcomm are leading companies making chips smaller and more powerful.
AMD has almost doubled its share of the data center CPU market due to power efficiency.
Qualcomm dominates the connected car market with an 80% market share.
Qualcomm's Snapdragon CPUs are used in augmented virtual and mixed reality headsets.
Apple's Vision Pro is expected to be a catalyst for the growth of VR and MR headsets.
Neuralink, co-founded by Elon Musk, aims to develop a brain-computer interface.
Neuralink's implant is designed to be upgradable, similar to upgrading iPhones.
Neuralink has received FDA approval for their first human clinical trial.
The implant can potentially restore vision and treat a variety of brain diseases.
Investors can invest in Neuralink through the Disrupter app.
The long-term goal of Neuralink is to achieve symbiosis with artificial intelligence.
Neuralink's technology could enable people to learn and interface with AI directly.
The offer to invest in Neuralink through Disrupter closes on August 7th.