The Intertwined Finances of AI

It’s all AI this week, as there isn’t much jobs/inflation news amidst a government shutdown.  We’ll start with OpenAI’s AMD investment and focus on the implications of circular, vendor financing in the AI sector. We’ll explore similarities to the dot-com boom, market sentiment from the “intelligent”, and investing at all-time highs, and discuss how crazy it is to look at the top 10 companies just 10 years ago.  Key Takeaways [00:17] - Looking at vendor financing in the AI world [07:13] - How AI is affecting the job market [10:13] - We’re always optimistic long-term. Here’s why we’re optimistic short-term [13:22] - Looking back at the top 10 companies just 10 years ago View Transcript Links Seeking Alpha: AMD-The OpenAI Deal Is A Real Game Changer To Savor WSJ: The Unofficial Jobs Numbers Are In and It’s Rough Out There Zaccardi: This bull market could go a lot longer and a lot higher JPMAM Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.