What could go wrong with the AI trade? Gerber Kawasaki Wealth and Investment Management CEO Ross Gerber, Futurum CEO Daniel Newman and Yahoo Finance Host Julie Hyman debate what Micron’s quarter says about the memory crunch, why power and policy may be AI’s biggest risks, and the AI extinction debate. Plus whether AI is killing jobs, who should own your data, Reddit shutting out AI bots, Broadcom’s reported loan to Anthropic and circular financing, whether the AI industry can police itself, Elon Musk on AI safety, and whether the AI boom is a bubble.
00:00 Welcome to October
01:25 Does Micron’s beat make you more excited about AI?
02:16 Why memory is a supply problem
04:02 Power and memory: AI’s biggest constraints
05:57 What could go wrong with the AI trade?
07:16 China’s power advantage
07:40 Is policy AI’s biggest risk?
08:35 P(doom) and the AI extinction debate
10:45 Is climate change the bigger risk?
11:54 What are investors missing?
12:16 What could go wrong for OpenAI and Anthropic?
14:29 Is AI killing jobs?
15:15 Will AI show up in corporate earnings?
16:34 Building your own software with AI
17:20 AI and cybersecurity
17:58 Will AI replace enterprise software?
20:05 How AI is changing chip design
21:04 AI in Hollywood
22:30 Who owns your data?
23:18 Reddit shuts out AI bots
23:45 Companies want to buy your data
25:08 Should AI agents handle your money?
26:15 Apple’s AI agent opportunity
27:40 Do you trust OpenAI and Anthropic with your data?
29:20 Should investors worry about circular financing?
31:00 Broadcom’s loan to Anthropic
33:20 Lessons from Global Crossing and the railroads
35:10 Is there always a bubble?
35:27 AI and personal safety
36:25 Can the AI industry police itself?
37:00 Synopsys’ CEO on validating AI
38:32 Do we need an SEC for AI?
39:50 Should AI companies be held liable?
43:10 Where does Elon Musk stand on AI safety?
44:30 Musk, Palmer Luckey and AI weapons
45:50 Why keep building better models?
48:34 AI using AI
49:20 Riding in a Cybercab
50:55 Why this may not be a bubble
51:39 Can AI save lives? Waymo and self-driving cars
53:15 Michael Burry and the bubble talk
#AIStocks #AISafety #Micron #YahooFinance
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