FSD: Money 20/20 Highlights

Podcast: Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Ram Ahluwalia

Opublikowano: 2026-10-21

00:00 Intro: Money20/20 in Las Vegas 00:29 Erebor, aggressive lending, and regulatory risk 01:44 The AI frenzy entering regulated spaces 02:28 Why AI's impact on customer experience is underestimated 03:44 Experience as a service: SMS-based AI and new service models 04:34 AI startups getting marked up: Basis and vertical disruption 05:28 The AI journey: frontier labs, compute, vertical apps, consumer AI 06:30 AI-powered tax filing and holistic wealth management 07:15 Frontier labs: friend or foe? 08:09 Startups switching to Kimi and the case for bright lines 09:01 Specialization and how economies develop 09:33 A lender's view: GPU demand and compute...