AJ’s Podcast

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As in Meta says its Llama AI platform has been downloaded 1 billion times since launching in 2023.
#12%OfWorldPopulation

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As in investors cut equity allocations 40%, from 17% overweight to 23% underweight, in largest-ever 4-week decline (BofA).
#BearishIsBullish

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As in Nvidia CEO Jensen Huang says the world will need 100x more computing power than he estimated just one year ago.
#EverythingIsAI

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“My ideal investing is stuff that looks a little crazy now and in 3-5 years is obvious.”
– LinkedIn Co-founder Reid Hoffman
#AmericanIngenuity

“Is it cheaper to put products on a plane before the tariff date, or have them stay on the ocean and pay 20%?”
– Project44 CEO Jett McCandless
#RunTheNumbers

“As we think about AI, we want to own the intellectual property and our own technology.”
– Yum Brands CTO Joe Park
#BuildItInHouse