SHARK SNACKS

The discussion centers on overhyped and underhyped technologies, with Dave highlighting AI companionship as overhyped due to compute constraints and AI self-improvement as underhyped. Mahdi considers hydrogen overhyped due to cost, while edge computing is underhyped. Investors are exploring AI companionship through companies like Sol. The potential of AI in operations is discussed, with examples in energy forecasting and resource optimization. AI's role in solving scientific and medical problems is explored, alongside concerns about the wealth gap created by AI talent scarcity. The conversation shifts to supply chain resilience, with a focus on materials like niobium and rhodium. Geopolitics' impact on tech and climate tech investments is debated. The importance of sovereign wealth in driving AI and the strategic energy planning in Saudi Arabia are emphasized.