Stacy Rasgon: AI’s Endless Summer

Stacy Rasgon: AI’s Endless Summer

Author: Bernstein Research July 25, 2023 Duration: 25:48
At a time many experts are describing as the golden age of AI, Boston-based Diana Wood hosts US Semiconductor Analyst Stacy Rasgon for our latest discussion. Stacy delves into the technology behind generative tools such as ChatGPT and the implications of artificial intelligence on the semiconductor industry. He ends with an in-depth explanation of the theory and maths underpinning this complex and often misunderstood technology.

Hosted on Acast. See acast.com/privacy for more information.


Bernstein Research presents In the Know, a podcast that moves beyond the headlines to examine the underlying forces shaping markets. Each episode features a conversation with one of the firm's analysts, who bring their deep, sector-specific expertise to the table. The discussions here aren't generic overviews; they delve into the nuanced debates and genuine controversies that active investors are grappling with right now. You'll hear informed perspectives on everything from shifting industry fundamentals to the real-world implications of breaking news. This is a space for substantive analysis, where complex ideas are broken down with clarity and conviction. Tune in for a direct line to the research and reasoning that informs major investment decisions, all grounded in Bernstein's rigorous, industrial-strength approach. The In the Know podcast offers listeners a chance to sit in on these critical conversations, gaining context and insight that is often lost in the daily noise of the financial media.
Author: Language: English Episodes: 74

In the Know
Podcast Episodes
Will Woods: Inditex, The Rise of Zara [not-audio_url] [/not-audio_url]

Duration: 27:05
With this year marking Zara’s 50th birthday, European Retail Analyst Will Woods joins host Richard Moffat to discuss Inditex – which has grown into one of Europe’s largest public companies. We delve into Zara, which has…
Bob Brackett: The Global Nuclear Renaissance [not-audio_url] [/not-audio_url]

Duration: 29:21
US Energy & Global Natural Resource Analyst Bob Brackett joins us back on the podcast this week alongside host Diana Wood to discuss all things Nuclear. As we undergo a massive energy transition, moving away from emissio…
Richard Clarke: Digital Doormen – AI and the Guest Experience [not-audio_url] [/not-audio_url]

Duration: 27:55
Imagine a hotel experience where you can select your exact room, pay more for a specific pillow, specify the amount of towels you will need – and the price you pay is adjusted accordingly. For our latest episode of In th…
Doug Harned: America’s ‘Golden Dome’ Explained [not-audio_url] [/not-audio_url]

Duration: 30:50
Global Aerospace & Defense Analyst Doug Harned joins host Diana Wood on the podcast to provide his perspective on the new Golden Dome, a proposed multi-layer defense system for the United Stares designed to detect and de…
Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 2) [not-audio_url] [/not-audio_url]

Duration: 36:55
US Internet Analyst Mark Shmulik returns with Sid Malkani for the second part of our two-part episode on Meta Platforms. This time, we look into Meta’s competition and how they ensure content creators end up on their pla…
Mark Shmulik: Meta, Not Your Parents’ Facebook (Part 1) [not-audio_url] [/not-audio_url]

Duration: 32:24
US Internet Analyst Mark Shmulik joins host Sid Malkani for a two-part episode on multinational technology company Meta Platforms, consisting of Facebook, Instagram, WhatsApp, Messenger – and most recently, Meta AI. Look…
Nadine Sarwat: Spirits vs. ‘Tariff Man’ [not-audio_url] [/not-audio_url]

Duration: 35:12
Nadine Sarwat (Bernstein’s American & European Beverages Analyst) joins host Diana Wood for a discussion on deglobalization, considered an investment controversy across all sectors. Distillers are at the crux of this deb…
Mark Moerdler: Oracle, The Cloud Transition [not-audio_url] [/not-audio_url]

Duration: 33:42
Global Software Analyst Mark Moerdler joins host Diana Wood to discuss multinational computer technology company, Oracle. We take a look into their story, looking into their transition to the Cloud and how their revenue,…
Alexia Howard: Additives Included [not-audio_url] [/not-audio_url]

Duration: 28:25
Food Packaging Analyst Alexia Howard joins host Diana Wood on the podcast this week for a deep dive into food additives and dyes. Used to enhance flavour, appearance and/or to extend shelf life, some of these substances…
Neil Beveridge: CATL, The Road to Battery Market Dominance [not-audio_url] [/not-audio_url]

Duration: 27:17
Neil Beveridge, APAC Oil, Gas & Energy Storage Analyst joins Diana Wood on the podcast this week to discuss CATL, a global leader in new energy innovative technologies and the largest battery maker today. Here, we discus…