Ghost Stories Ep33: Artificial, or Artificial Intelligence? (with Nico Katzke of Satrix)

Nico Katzke of Satrix* returns to Ghost Stories to talk about the latest buzzword of the moment: Artificial Intelligence (AI). This topic has been dominating market headlines for a while now and it poses both opportunities and risks.

In this podcast, we discuss:

• The way in which some people run towards hype and others run in the opposite direction – talking to the different investor personalities in the market.
• Whether the development of cloud computing and SaaS can teach us anything about the risk of being too sceptical about AI.
• The energy demands of AI and what this could mean for renewable energy.
• What AI technology is and what it is not – and why the term may well be an example of great marketing more than anything else.
• Our preferred ways to get exposure to this theme in our portfolios.

There’s so much to listen to in this podcast, underpinned by Satrix’s commitment to South African investor education. To find out more about SatrixNOW, visit this link>>>

*Satrix is a division of Sanlam Investment Management

(this article was first published here)