How to start an investment conversation?
Lionel Guerraz
Business Development & Sales | Digital Client Acquisition & Client Relationship Management | Connecting People and Opportunities | Investment Conversation Starters | Thematic Investment Funds | Community Activator
?? Ideas worth talking about:
?? Why do they matter?
?? Welcome to Weekly Investment Convo Starters No. 52
It has 781 words and will take 3 minutes and 54 seconds to read.
No need to "google" for news anymore!
1. Will AI-powered search rule now?
Google is the uncontested search engine leader. Microsoft, standing in 2nd position, is planning a coup by including ChatGPT in Bing...
The Verge looks into the challenges facing AI-powered search:
???Seven challenges facing AI-powered search:
1?? Is it true or made-up things?
Large language models used by AI search engines are known to generate BS and can fail answering basic questions (10kg of iron vs 10kg of cotton).
2?? They offer singular, apparently definitive answers
They fabricate one answer from multiple sources, often without attribution, which they present with authority.
3?? The risk of jailbreaking
This involves breaking chatbots to generate harmful content, disinformation and spam.
4?? Sourcing and risks of bias
AI systems are trained on large data sets and information from various sources, not necessarily credible and without any bias...
5?? Massive running costs
AI requires massive networking and computing power, which limits the use cases today, as well as restricts competition to only players with deep pockets.
6?? Copyright violations, right, left, center...
AI models have been using all sort of data sets to be trained, often without consent and could even be using delisted sources.
7?? Is not the wrong business model?
AI search engines scrape answers from websites, but don’t push traffic back to these sites, leading to lost ad revenue, and eventually disappearance of those websites. What will feed the AI then?
?? Investment thought
Enabling technologies like 5G, cloud and artificial intelligence are the engine of the digital transformation. They are disrupting every aspect of our lives and spending on their development should remain high.
?? Did you know?
Some of our strategies invest in companies that are creating and deploying the enabling technologies of our digital future.
????? Start a conversation about Enabling Technologies
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2. The benefits of DNA sequencing
A study suggests that genetic diseases were the reason behind?40% of infant deaths and that there were treatments known to be helpful for 30% of these conditions.
???How genome sequencing on a broad scale could help?
?? Investment thought
Genetic therapies use cells, genes, and other genetic material to treat serious diseases. They act “upstream” of traditional drugs to target the fundamental causes of disease, potentially enabling cures for rare and inherited diseases.
?? Did you know?
Some of our strategies invest in companies that are inventing innovative ways to fix illness and restore health, through genetic therapies.
????? Start a conversation about Genetic Therapies
3. Cut the noise, keep your poise …
A former Tesla exec is launching an electric luxury boat into water …?
Industry news outlet?CleanTechnica has the details:
??? What to expect?
"A versatile day cruiser for fishing, sport, and comfort. Designed for everyone." reads the brochure!
?? Investment thought
Technological advances will likely lead to even greater electrification of means of transportation, cars of course, but also planes and ships, as well as autonomous driving.
?? Did you know?
Some of our strategies invest in companies developing new technologies that will support future mobility solutions.
????? Start a conversation about Smart Mobility
About Investment Convo Starters
Hand-picked for relationship managers and investment advisors,?Weekly Investment Conversation Starters?is a series of ideas to start a conversation with clients, spark their curiosity and gauge their appetite for thematic investment.
If you like these, you can:
?? Consult the?previous editions?of Weekly Investment Convo Starters
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Business Development & Sales | Digital Client Acquisition & Client Relationship Management | Connecting People and Opportunities | Investment Conversation Starters | Thematic Investment Funds | Community Activator
2 年Can ChatGPT bring more competition in the search engine market? As shown on this Chartr infographic, the contenders for second place behind Google are numerous and Bing could emerge as the only force capable of unsettling Google's supremacy...
Start UP & SME Provocateur | Digital transformation | Digital Strategist | Business Advisory | Digital Marketing | Start Ups | Business Planning | Market Analysis | Business Consultant
2 年The opportunities within the genome sequencing industry will have a huge impact on health and how we treat illnesses in the future. In the late 80s and early 90 and again around the turn of the century biotechnology stocks were all the rage and they commanded lofty valuations. Unfortunately many of them failed to deliver and subsequently disappeared. There is always an opportunity for something new to come along.