FSD: Agents vs Computers
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Sep 22, 2026 · 21:38
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Sep 22, 2026 · 21:38
Listen in the Podli app 🎧
Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.
00:00 - Family Milestones: Bearing Witness at a Wedding
01:19 - Steve Jobs, Graphical User Interfaces, and AI Coding Infrastructure
03:20 - Sky-High Private Valuations at the AI Infrastructure Layer
07:10 - The Shift to Agentic Interfaces: Speech, Touch, and Neuralink
09:47 - Consumer Surplus: High-Value Personal Assistants for Free
11:39 - Disruption Across Niche Agents: Wealth, Law, and Tax
12:31 - Application Layer Investments: Public Distribution vs. Private Hype
15:46 - Memory as the Limiting Reagent: Pricing Multiples and Chinese Chips
17:55 - U.S.-China Tech Competition: Jensen Huang's Platform Dependency Strategy
20:13 - The Opportunity Cost of Time in the AI Era
Connect with Us Online:
Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth
🌐 Website: https://www.lumidawealth.com
🐦 Twitter Follow us on https://twitter.com/LumidaWealth
🎵 TikTok: https://www.tiktok.com/@lumidawealth
📸 Instagram: https://www.instagram.com/lumidawealth
📘 Facebook: https://www.facebook.com/lumidawealth
Episodes: Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
