00:35 | Air AI could be your next sales person
- Air AI launches product that can act as a sales person or customer service rep
- Imaging 100,000 sales people at your fingertips
- Could lead to AI wars … my AI is talking to your AI and no humans every speak
- There could be an 18 month window where early adopters really benefit
12:02 | Elon Musk launches xAI
- AI companies are starting to trade in the secondary market
- Look to the blue chips LPs are investing to see who the winners will be in AI
- Cloud providers, and their AI partners/businesses, stand to be the winners in the AI space
- Access to data will be a major driver of winners in the AI space
18:31 | IPOs can only heat up after market clearing prices?
- Several notable pre-IPO stocks are rumored to IPO in 2023, early 2024
- Pre-IPO stocks need market clearing prices in the primary or secondary private markets before they go public
- Pre-IPO stocks that have already cleared market in the primary market … Stripe, Klarna, etc … are primed to IPO if they elect to do so