FSD: The Next Phase of the AI
Episode publishedPodcast: Lumida Wealth : Non-Consensus...Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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Hey, guys. I hope everyone is doing well. I wanna talk about the next phase of the AI trade. I wanna talk about the application layer and Instinct. Company raised, I think, 350,000,000 on a $2,000,000,000 valuation. It's got some early adoption from VCs. It's a general consumer app, not unlike granola. Give me thirty seconds. I go through this dead zone here, so I'm gonna play some music. People, head of capital markets people, IR people, general management people, and it's got an an ecosystem of world class businesses that know how to train them well, like American Express, it's a fine instit
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