José Macedo and Pondering Durian: The Birth of Delphi Intelligence

José Macedo and Pondering Durian: The Birth of Delphi Intelligence – The Delphi Podcast

Market views

Bullish

ANTHROPIC— Anthropic is seen as having the best coding model in the AI space, with significant market potential.
AICOMPANIES— AI companies are viewed as representing the bullish case for the future, with potential for significant portfolio allocation.
CHINESEROBOTS— Chinese robotics companies are expected to dominate in developing markets with cost-competitive, high-quality robots.
ROBOTICS— A robotics company is predicted to join the top tech companies in the near future.
EARLYAI— Early-stage AI companies are viewed positively, with potential to leverage big tech AI advancements in specific fields.
CHINESEAI— China's strong AI talent pool is seen as a potential advantage in AI development.

Bearish

AAPL— Apple is criticized for not capitalizing on its advantageous position in AI development, despite owning key consumer endpoints.

Not investment advice.