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Timestamps:
00:00:00 - Intro
00:01:16 - Stock prediction track record
00:04:06 - Why he’s bullish on AI
00:07:49 - AI and wealth inequality
00:17:54 - Sponsor - CookUnity
00:19:45 - Best paid AI tools
00:28:25 - Learning AI tools
00:32:26 - Investing in agentic AI
00:39:24 - Sponsor - Cozy Earth
00:41:23 - AI’s impact on his investing
00:45:53 - Why he takes big risks
00:59:44 - China as a threat
01:06:23 - Sponsor - Upwork
01:07:36 - Sponsor - Relay
01:09:03 - Main investments & Bloom Energy
01:13:16 - Mispriced assets
01:16:15 - What would change his strategy?
01:24:57 - Is college still worth it?
01:31:25 - AI in politics
01:37:04 - Most bullish AI stock
01:40:37 - Best founder today
01:42:45 - Prediction markets
01:49:57 - Company likely to fail
01:59:24 - Non-AI investments
02:00:31 - Rapid-fire questions
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