00:00 Introduction to Non Consensus Investing and Guest Introduction01:45 Deep Dive into AI, Semiconductors, and Social Change29:50 Exploring the Future of AI and Humanoids50:35 The Evolution of Operating Systems and AI Integration54:19 Exploring the Complexities of Voice Control and AI Investments54:49 The Reality of Full Self-Driving Technology: Hype vs. Progress57:33 The Future of AI and Self-Driving: Challenges and Predictions01:06:14 AI's Impact on Job Creation and the Gig Economy01:09:31 The Battle for AI Supremacy in Search Engines01:16:22 Energy Demands and Nuclear Power: A Global Perspective01:23:05 Unpacking the Geopolitical Implications of AI and Technology01:31:41 The Potential of Unbundling in Tech for Innovation and Growth
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