The AI Daily Brief: Artificial Intelligence News and Analysis

What The AI Daily Brief: Artificial Intelligence News and Analysis Says About Investing

15 episodes about investing

A daily news analysis show on all things artificial intelligence. NLW looks at AI from multiple angles, from the explosi...

Key Insights on Investing

Investment matching is crucial - if she's at level 3 and you're acting like level 9, you look anxious and needy

  • FM Investments grew from $0 to $10 billion in assets under management in just over five years by focusing on simple, low-cost Treasury and bond ETFs.
  • FM Investments built an anti-hallucination large language model trained on 1,784 documents to simulate Fed candidate Kevin Warsh's policy positions.
  • Profitability in AI comes from accurately predicting demand rather than underinvesting, with inference margins exceeding 50%
  • The Louisiana Purchase, bought for $340 million in today's money, is now worth at least $60 trillionβ€”a 17,640,000% return on investment
  • Chucky agent acts as an interactive portfolio representative for AI builders, inspired by the job interview scene from Good Will Hunting
  • "First 10 respondents were all no" when asked if they have 25% of crypto portfolio in DeFi after recent hacks
  • Technology earnings up 18% but stocks down 12%, representing 25% multiple compression as AI investments shift companies from asset-light to asset-heavy models

Episodes

Why Local AI Matters and How to Use It

Why Local AI Matters and How to Use It

The AI Chart Everyone Is Getting Wrong

The AI Chart Everyone Is Getting Wrong

AI Inequality

AI Inequality

The Week the AI Story Shifted

The Week the AI Story Shifted

How DeepSeek V4 Connects to the US Power Grid

How DeepSeek V4 Connects to the US Power Grid

How To Build a Personal Agentic Operating System

How To Build a Personal Agentic Operating System

How Apple's AI Strategy Changes with a New CEO

How Apple's AI Strategy Changes with a New CEO

Why Enterprise AI Has a Leadership Problem

Why Enterprise AI Has a Leadership Problem

6 Questions Shaping AI

6 Questions Shaping AI

How to Build a Personal Context Portfolio and MCP Server

How to Build a Personal Context Portfolio and MCP Server

Introducing Maturity Maps β€” A New Way to Measure AI Adoption

Introducing Maturity Maps β€” A New Way to Measure AI Adoption

Work AGI is the Only AGI that Matters

Work AGI is the Only AGI that Matters

How to Use Agent Skills

How to Use Agent Skills

The Coolest Agents I've Built So Far

The Coolest Agents I've Built So Far

The AI Productivity Boom Finally Shows Up

The AI Productivity Boom Finally Shows Up

Books on investing

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