FSD: Money 20/20 Highlights — Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

00:00 Intro: Money20/20 in Las Vegas
00:29 Erebor, aggressive lending, and regulatory risk
01:44 The AI frenzy entering regulated spaces
02:28 Why AI's impact on customer experience is underestimated
03:44 Experience as a service: SMS-based AI and new service models
04:34 AI startups getting marked up: Basis and vertical disruption
05:28 The AI journey: frontier labs, compute, vertical apps, consumer AI
06:30 AI-powered tax filing and holistic wealth management
07:15 Frontier labs: friend or foe?
08:09 Startups switching to Kimi and the case for bright lines
09:01 Specialization and how economies develop
09:33 A lender's view: GPU demand and compute financing risk
11:26 Midterm selloff: momentum names on sale
12:22 French riots and a possible October surprise
13:41 The conference business: a lesson for the next generation
14:05 Opportunistic investing: how a sponsor earned 40%
15:17 The roll-up that went from $35M raised to $670M exit
15:43 Two ways to win: lean into AI or go AI-proof

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