Podcasts about aosl

1-16: Dirty Work Hour 2: Is there any scenario the W's can escape "average status? Aosl, Jourdan Rodrigue speaks to success of Rams after slow startSee omnystudio.com/listener for privacy information.

1-16: Dirty Work Hour 2: Is there any scenario the W's can escape "average status? Aosl, Jourdan Rodrigue speaks to success of Rams after slow startSee omnystudio.com/listener for privacy information.

Welcome to The Nonlinear Library, where we use Text-to-Speech software to convert the best writing from the Rationalist and EA communities into audio. This is: Investing for a World Transformed by AI, published by PeterMcCluskey on January 1, 2023 on LessWrong. AI looks likely to cause major changes to society over the next decade. Financial markets have mostly not reacted to this forecast yet. I expect it will be at least a few months, maybe even years, before markets have a large reaction to AI. I'd much rather buy too early than too late, so I'm trying to reposition my investments this winter to prepare for AI. This post will focus on scenarios where AI reaches roughly human levels sometime around 2030 to 2035, and has effects that are at most 10 times as dramatic as the industrial revolution. I'm not confident that such scenarios are realistic. I'm only saying that they're plausible enough to affect my investment strategies. Companies working on AI Google's DeepMind seems a bit more likely than any other company to produce valuable AI. That's a good enough reason to hold a modest position in Google. TPU and Waymo are additional AI-related reasons for holding Google stock. OpenAI is a serious contender. Microsoft has a $1 billion stake in OpenAI. But profits from that seem to be capped at 100x, so the best case scenario seems to be that Microsoft shareholders get $13.40 per share from that stake. Maybe Microsoft will invest more in OpenAI. I only see Microsoft getting a modest boost from AI. Conjecture sounds quite promising. I offered to invest $100k in them this summer. They don't seem interested in investments that small. There are other new private companies that I haven't been able to evaluate. Here are some that seem worth paying some attention to: Adept Anthropic Bubble City Character Cohere Inflection AI Keen Technologies That's a dramatic pace of new startups being founded that look potentially important. VC's seem to have been throwing enough money at them in mid-2022 that they likely had little reason to talk to more ordinary investors such as myself. Investment in such startups has maybe cooled slightly now that FTX has stopped throwing money at them, but I'm guessing it hasn't cooled much. I see a 50% chance that one or more of these new startups will make DeepMind and OpenAI irrelevant. I have little hope of being able to buy a diversified portfolio of such startups, so I don't expect to profit from direct investments in companies working on AI. Computing Hardware Companies The most promising investments involve the hardware needed to power AI. That mostly means semiconductors. Semiconductor capital equipment companies seem more promising than companies that are more directly involved in making chips, as capital equipment is more cyclical, and less dependent on specific uses. My current semiconductor-related investments are (in alphabetic order): AMKR, AOSL, ASML, ASYS, KLAC, MTRN, LSE:SMSN, TRT. I'm likely to buy more sometime in 2023, but I'm being patient because we're likely at a poor part of an industry cycle. Others that I'm considering buying: ACLS, AMAT, INTC, LRCX, MU, and PLAB. Some of you will be surprised that I didn't suggest NVDA. Its PE and price/sales ratio are high compared to my other semiconductor investments. I can imagine buying it if its stock price drops relative to other semiconductor stocks. But I suspect its fans underestimate the risk of competition from hardware that is optimized more specifically for deep learning. I've invested in privately held Fathom Radiant, which seems to have a shot at NVIDIA-like success in AI-related hardware. I'm unsure whether they'll want any more investment in 2023. I've seen some noise about neuromorphic computing. I suspect that such research is far enough from commercialization that it's hard to figure out how to invest in it. (Also, I'm nervous about helping to speed up AI, as it's already coming fast enough to worry me.) I have a tiny position i...

Link to original articleWelcome to The Nonlinear Library, where we use Text-to-Speech software to convert the best writing from the Rationalist and EA communities into audio. This is: Investing for a World Transformed by AI, published by PeterMcCluskey on January 1, 2023 on LessWrong. AI looks likely to cause major changes to society over the next decade. Financial markets have mostly not reacted to this forecast yet. I expect it will be at least a few months, maybe even years, before markets have a large reaction to AI. I'd much rather buy too early than too late, so I'm trying to reposition my investments this winter to prepare for AI. This post will focus on scenarios where AI reaches roughly human levels sometime around 2030 to 2035, and has effects that are at most 10 times as dramatic as the industrial revolution. I'm not confident that such scenarios are realistic. I'm only saying that they're plausible enough to affect my investment strategies. Companies working on AI Google's DeepMind seems a bit more likely than any other company to produce valuable AI. That's a good enough reason to hold a modest position in Google. TPU and Waymo are additional AI-related reasons for holding Google stock. OpenAI is a serious contender. Microsoft has a $1 billion stake in OpenAI. But profits from that seem to be capped at 100x, so the best case scenario seems to be that Microsoft shareholders get $13.40 per share from that stake. Maybe Microsoft will invest more in OpenAI. I only see Microsoft getting a modest boost from AI. Conjecture sounds quite promising. I offered to invest $100k in them this summer. They don't seem interested in investments that small. There are other new private companies that I haven't been able to evaluate. Here are some that seem worth paying some attention to: Adept Anthropic Bubble City Character Cohere Inflection AI Keen Technologies That's a dramatic pace of new startups being founded that look potentially important. VC's seem to have been throwing enough money at them in mid-2022 that they likely had little reason to talk to more ordinary investors such as myself. Investment in such startups has maybe cooled slightly now that FTX has stopped throwing money at them, but I'm guessing it hasn't cooled much. I see a 50% chance that one or more of these new startups will make DeepMind and OpenAI irrelevant. I have little hope of being able to buy a diversified portfolio of such startups, so I don't expect to profit from direct investments in companies working on AI. Computing Hardware Companies The most promising investments involve the hardware needed to power AI. That mostly means semiconductors. Semiconductor capital equipment companies seem more promising than companies that are more directly involved in making chips, as capital equipment is more cyclical, and less dependent on specific uses. My current semiconductor-related investments are (in alphabetic order): AMKR, AOSL, ASML, ASYS, KLAC, MTRN, LSE:SMSN, TRT. I'm likely to buy more sometime in 2023, but I'm being patient because we're likely at a poor part of an industry cycle. Others that I'm considering buying: ACLS, AMAT, INTC, LRCX, MU, and PLAB. Some of you will be surprised that I didn't suggest NVDA. Its PE and price/sales ratio are high compared to my other semiconductor investments. I can imagine buying it if its stock price drops relative to other semiconductor stocks. But I suspect its fans underestimate the risk of competition from hardware that is optimized more specifically for deep learning. I've invested in privately held Fathom Radiant, which seems to have a shot at NVIDIA-like success in AI-related hardware. I'm unsure whether they'll want any more investment in 2023. I've seen some noise about neuromorphic computing. I suspect that such research is far enough from commercialization that it's hard to figure out how to invest in it. (Also, I'm nervous about helping to speed up AI, as it's already coming fast enough to worry me.) I have a tiny position i...

https://youtu.be/aF_r0SfM1HoTrending Thursday is all about stocks making news! Does the news make them worthy to buy or are you just getting caught up in the Hype? The VectorVest software can easily put things into perspective and help you make better decisions in what to do!Market OverviewSo, it has finally happened, the Fed has raised interest rates for the first time since 2018! Gas prices and Inflation are still big issues. Well, it was needed. I think the market took the raise right In stride! The fed raised interest rates by a ¼ basis point and their goal is to have inflation down to 2% by the end of the year! That is quite a big undertaking! VVC, SPYEnergy Clean StocksThis Industry is up over 16% in the last two weeks but is the 41st Industry out of 221, and EVs have played a big role in the move, but there are other stocks besides EVs that make up this space and they should be considerations for your portfolio! BLNK, PLUG, REGI, ORADrug StocksThe big uptick of issues in China has these companies on the rise again! This sector is up over 16% in the last 2 weeks. PFE, MRNA, EIGR, TCBPElectronic StocksA lot of different companies make up this sector and it is definitely on the move. This sector is up over 13% in the last 2 weeks. Could this be the time to buy low in these companies? ACLS, AOSL, HIMX, AEHRChemical StocksFertilizer is also on the rise right now and some of these stocks are poised to make big runs in the market! This sector is up over 12% in the last 2 weeks but is garnering some attention! MOS, CF, ADES, CRKNStocks of InterestThis week I have a few stocks that have made some great upside moves and need your attention! WBX, LEN, STLD, RMBLInflation, Gas Prices, FED and... -Trending Thursday LIVE Stock Analysis! | VectorVestUse this link for a FREE Stock Analysis Report ➥➥➥ http://bit.ly/2KsZlqzTry VectorVest Risk-Free for 30 Days ➥➥➥ https://www.vectorvest.com/YTVectorVest mobile app ➥➥➥ http://bit.ly/2UjF6y6 ➥➥➥ SUBSCRIBE FOR MORE VIDEOSNever miss a daily video about making money online⇢ https://www.youtube.com/user/VectorVestMB/?sub_confirmation=1

Harvey Seifter, founder of Art of Science Learning, joins Dr. Kathryn Evans to discuss an experimental section of ARTS 1301 that will incorporate findings and practices from his organization, Art of Science Learning. 

Join Roger Malina for a conversation with AoSL founder Harvey Seifter as the two discuss the impact of artistic skills and experiences on the processes of learning and innovation. 

The Art of Science Learning (AoSL) is a National Science Foundation-funded initiative that explores innovation at the intersection of art, science and learning, using the arts to spark creativity in science education and foster the development of an innovative 21st Century STEM workforce. AoSL’s current project, “Integrating Informal STEM and Arts-Based Learning to Foster Innovation”, has developed a new curriculum for adolescent and adult STEM learners that uses the arts to teach the innovation process, and has launched three year-long arts-based incubators for innovations in STEM products, processes or services, as well as in learning programs and initiatives, to test the new methodologies and approaches embodied in the curriculum. Series: "STEAM Channel" [Humanities] [Science] [Education] [Show ID: 30491]

The Art of Science Learning (AoSL) is a National Science Foundation-funded initiative that explores innovation at the intersection of art, science and learning, using the arts to spark creativity in science education and foster the development of an innovative 21st Century STEM workforce. AoSL’s current project, “Integrating Informal STEM and Arts-Based Learning to Foster Innovation”, has developed a new curriculum for adolescent and adult STEM learners that uses the arts to teach the innovation process, and has launched three year-long arts-based incubators for innovations in STEM products, processes or services, as well as in learning programs and initiatives, to test the new methodologies and approaches embodied in the curriculum. Series: "STEAM Channel" [Humanities] [Science] [Education] [Show ID: 30491]

The Art of Science Learning (AoSL) is a National Science Foundation-funded initiative that explores innovation at the intersection of art, science and learning, using the arts to spark creativity in science education and foster the development of an innovative 21st Century STEM workforce. AoSL’s current project, “Integrating Informal STEM and Arts-Based Learning to Foster Innovation”, has developed a new curriculum for adolescent and adult STEM learners that uses the arts to teach the innovation process, and has launched three year-long arts-based incubators for innovations in STEM products, processes or services, as well as in learning programs and initiatives, to test the new methodologies and approaches embodied in the curriculum. Series: "STEAM: Adding Arts to STEM Education" [Humanities] [Science] [Education] [Show ID: 30491]

The Art of Science Learning (AoSL) is a National Science Foundation-funded initiative that explores innovation at the intersection of art, science and learning, using the arts to spark creativity in science education and foster the development of an innovative 21st Century STEM workforce. AoSL’s current project, “Integrating Informal STEM and Arts-Based Learning to Foster Innovation”, has developed a new curriculum for adolescent and adult STEM learners that uses the arts to teach the innovation process, and has launched three year-long arts-based incubators for innovations in STEM products, processes or services, as well as in learning programs and initiatives, to test the new methodologies and approaches embodied in the curriculum. Series: "STEAM: Adding Arts to STEM Education" [Humanities] [Science] [Education] [Show ID: 30491]

The Art of Science Learning (AoSL) is a National Science Foundation-funded initiative that explores innovation at the intersection of art, science and learning, using the arts to spark creativity in science education and foster the development of an innovative 21st Century STEM workforce. AoSL's current project, “Integrating Informal STEM and Arts-Based Learning to Foster Innovation”, has developed a new curriculum for adolescent and adult STEM learners that uses the arts to teach the innovation process, and has launched three year-long arts-based incubators for innovations in STEM products, processes or services, as well as in learning programs and initiatives, to test the new methodologies and approaches embodied in the curriculum. Series: "STEAM: Adding Arts to STEM Education" [Humanities] [Science] [Education] [Show ID: 30491]