Jerry Neumann on the Problem With Investing in AI Right Now
Episode publishedPodcast: Odd LotsOdd Lots
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Hello, and welcome to another episode of the Odd Lots Podcast. I'm Jill Weisenthal.
And I'm Tracey Allaway.
Tracey, our colleague here at Bloomberg at Harrison had an interesting newsletter today. It's actually something I've been thinking about a little bit lately, which is that for all the talk of the AI boom or the AI bubble driving the stock market, there's no AI pure plays really that are publicly traded. Nvidia is probably the closest, but three years ago, people were excited because they were mining Ethereum. Before that, it was like video games. You know? This was only an AI company in people's mind for since late twenty twenty two. Google still is you know? We know they're all investing a t
I mean, I think it's true. Here you have this thing that a lot of people would say is revolutionary technology. Right? But you kind of have to decide if you're gonna invest in it. Is it gonna be, like, upstream
Right.
Or downstream? And there doesn't really seem to be that much pure play, as you say.
As our colleague, Sid Verma, might like to say, people are investing in the picks and the shovels, you know, of this gold rush. I don't think he actually said that. It's just a million other people said, but it is. It's picks and shovels.
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