How to start an investment conversation?

Weekly Investment Conversation Starters No. 122

Thanks for reading this newsletter, this week we talk about robocars to remove traffic jams, an AI to detect gen-AI creations, and humanoids on the car assembly line.

Three ideas to start a thematic investment conversation

1. Why we need robocars to improve traffic ????

A study shows that AI-managed robocars improve city traffic and safety, even with human-driven cars present.

2. Does it take an AI to detect an AI? ?????

OpenAI is developing a ChatGPT detection tool, but release is uncertain due to complexities.

3. Humanoid robots building cars ????

Carmaker BMW tested humanoid robots for safely assembling vehicle chassis by inserting sheet metal parts. It works...

1?? Why we need robocars to improve traffic

Seen in The Conversation this past week:

• A study found that robotic vehicles can optimize city traffic and increase safety, even with human-driven cars around.
• The researchers used AI algorithms to manage mixed traffic and showed the benefits a few robocars bring to traffic flows.

Why you should know?

1. Traffic is worsening bringing significant costs for economy and environment.
2. Using AI-controlled vehicles offer solutions, without all vehicles needing to be autonomous.
3. Mixed traffic with human and robotic vehicles will likely remain for a long time.

How does it work?

• The algorithm teaches robocars to optimize traffic flow by communicating with each other.
• With just 5% robocars in traffic, jams can be eliminated.
• While 60% robocars result in better efficiency than traffic lights.

Share an investment thought:

???? Investment Theme: Smart Mobility

Regulatory changes, consumer preferences and technological advances will likely lead to even greater electrification and automatisation of means of transport.

2?? Does it take an AI to detect an AI?

Seen in TechCrunch this past week:

• OpenAI is working on a tool to detect ChatGPT writing.
• But it is debating whether to release it, due to complexities and potential broader impacts...

Why you should know?

1. OpenAI shut down its previous AI text detector due to low accuracy.
2. The tool can detect paraphrasing, but is less effective against translation or rewording.
3. It could stigmatize use of AI as a useful writing tool for non-native English speakers.

How does it work?

• ChatGPT creates an invisible watermark by altering word selection.
• A separate tool can see these watermarks and detect ChatGPT writing.
• This tool focuses solely on detecting ChatGPT writing, not those of other models.

Share an investment thought:

???? Investment Theme: Enabling Technology

Enabling technologies like artificial intelligence, AR/VR, 5G, cloud and big data are the engine of the digital transformation and spending on their development should remain high.

3?? Humanoid robots building cars

Seen on BMW website this past week:

• Automaker BMW tested how humanoid robots could be safely used in car production.
• The humanoids successfully inserted sheet metal parts into fixtures for vehicle chassis assembly.

Why you should know?

1. Using humanoid robots can help improve safety in automotive, and other industries.
2. The test showed the level of dexterity reached is suitable for unsafe or repetitive tasks.
3. Such robots may one day work alongside humans on vehicle assembly lines, although there are no deployment plan yet.

How does it work?

• These humanoids are able to open doors, use tools, climb stairs and lift boxes.
• They are fitted with 4th-generation hands, with 16 degrees of freedom and human-equivalent strength.
• They show significant technical advancements to carry autonomous complex tasks.

Share an investment thought:

???? Investment Theme: Automation & Robotics

Robots and automation are driving the fourth industrial revolution and are transforming the future.

About Investment Conversation 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 investments.

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