Locator: 48393INVESTING.
Investing in AI: why it's going to be so incredibly difficult for investors with a 30-year horizon to invest in AI.
AI is the sixth industrial revolution, but unlike the second and third industrial revolutions in which there were a handful of winners (identified early), there will be a huge number of players in the sixth industrial revolution -- trying to find winners will be like finding needles in a haystack.
The commodity of interest in AI is not lithium, or silicon, or copper, but rather human brain power.
Think:
- Silicon Valley (California)
- Utah
- central and north-central Texas
- Nashville
- south India
CEO: non-white distribution in US. Link here.
Tan Hock, from wiki:
**********************************
Speaking of India
Apple will begin assembling its AirPods wireless earbuds in India for the very first time, starting early next year.
Foxconn is scheduled to begin making the AirPods at a factory located near Hyderabad in Telangana state, beginning around Q1 2025. Hyderabad is near the geographic center of India.
The factory is already making AirPods on a trial basis, and manufacturing will ramp up quickly after production begins.
This will make AirPods just the second major Apple product to be assembled in India. Some models of the iPhone are also assembled in the country. Apple had first begun talking to Foxconn about assembling AirPods in India back in 2023. Foxconn executives were at first reluctant to assemble AirPods, due to the relatively low profit margins. However, the company decided to go ahead with the plan to “reinforce engagement” with Apple.
No comments:
Post a Comment
Note: Only a member of this blog may post a comment.