#2464 - Priyanka Chopra Jonas

Bullish:

• $INFRA - Infrastructure and power generation will be critical bottlenecks for AI development, creating massive investment opportunities as technology companies need enormous amounts of electricity.

  • “technology is moving into this place of more and more access to information and more and more connectivity”

    Joe·1:43:46

  • “AI is essentially a life form. It's it's a nonbiological life form that we are in the process of birthing”

    Joe·1:44:45

  • “It's kind of a god. I mean, it's it's very godlike in that it's gonna have powers beyond above and beyond anything that human beings have ever been capable of before”

    Joe·1:45:42
• $AIMODELS - AI is rapidly advancing and becoming integrated into every aspect of life, with massive potential for growth as it evolves from tool to colleague to potentially autonomous entity.

  • “AI is supposed to be a tool Mhmm. And slowly becoming a colleague”

    Priyanka·1:45:58

  • “It's already in its small way doing that. Right? Like, AI is supposed to be a tool Mhmm. And slowly becoming a colleague”

    Priyanka·1:45:53

  • “AI is learning from humanity, it's also learning our human manipulation and, you know, our ability and our desires to the dark of it. It's not just the good of humanity that AI is learning”

    Priyanka·1:46:19
• $DEFENSE - Military-industrial complex continues to profit from global conflicts with no end in sight, as war remains normalized despite technological advancement.

  • “You can invest in Raytheon, and you can invest in all these companies that make money going to war”

    Joe·1:42:09

  • “You can get returns on your investment from bombing people overseas that had nothing to do with anything in your life”

    Joe·1:42:18

  • “we're never gonna stop. It just seem if you had to ask people in your lifetime, do you imagine a scenario where human beings just cease all wars? Most people are gonna say no”

    Joe·1:40:10

Bearish:

• $PHARMA - Pharmaceutical companies have perverse incentives to keep people sick rather than cure diseases, creating long-term regulatory and reputational risks.

  • “There's also the financial incentive is not to cure. It's to course. Treat which is unfortunate”

    Joe·2:11:55

  • “One of the pharmaceutical companies said if we ever came up with a cure, they buried it because we don't we don't want cures”

    Joe·2:12:08

  • “if you make more money, if people are sick and they need more medication, unfortunately, there's a financial incentive to keep people sick”

    Joe·2:12:40
• $ENTERTAINMENT - AI threatens to make human actors and creative professionals obsolete within the next decade, disrupting the entire entertainment industry.

  • “I was thinking about, like, being an actor. I was like, is that gonna be absolute obsolete in the next, like, ten years? Are we gonna be watching”

    Priyanka·1:50:51

  • “Are we gonna be watching, like, really good AI actors? Probably”

    Priyanka·2:24:23

  • “I think a lot of people are gonna have to find a new job”

    Joe·39:12
• $TRADFI - Traditional financial systems face disruption as technology advances rapidly, with AI potentially replacing many financial services roles.

  • “everything that AI has or the information that it provides to you is an average of everything that's out there. Right? So it'll never be excellent”

    Priyanka·2:22:50

  • “AI helps in a big way to take away the burdens of, you know, the minutiae of things that we might have to do as a tool”

    Priyanka·2:25:07