Podcast by Magellan Asset Management, Magellan Asset Management

MAGELLAN - IN THE KNOW

Podcast by Magellan Asset Management

Magellan Asset Management

‘In The Know’ is a new monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in! Magellan - Experts in global investing.

Equity Bottom-Up

<ul><li>Discussion on the projected growth in electricity demand in the US, driven by data centers, manufacturing, and electrification.</li><li>Investor interest in the US regulated utility space as it enters a super cycle of growth.</li><li>Highlighting the I 94 corridor in Wisconsin, a key area for WEC Energy and economic development in the region.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion on the projected growth in electricity demand in the US, driven by data centers, manufacturing, and electrification.Investor interest in the US regulated utility space as it enters a super cycle of growth.Highlighting the I 94 corridor in Wisconsin, a key area for WEC Energy and economic development in the region.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Data Centres and Beyond: WEC Energy Powering Regional US Growth

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Thematic (Sector/Industry)

<ul><li>AI detectors are not very effective, leading to the solution of grading AI-generated essays as regular essays</li><li>Chat GPT essays are currently at a C level, serving as the baseline for comparison</li><li>The use of AI in industrial applications, specifically robotics, is a growing area of interest for investment and development</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI detectors are not very effective, leading to the solution of grading AI-generated essays as regular essaysChat GPT essays are currently at a C level, serving as the baseline for comparisonThe use of AI in industrial applications, specifically robotics, is a growing area of interest for investment and developmentThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Josh Wolfe: The ChatGPT of Robotics is Coming

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

<ul><li>Google introduces Axion, their new CPU designed for cloud-based workloads</li><li>Facebook unveils second version of RiSC-V based processor for AI workloads</li><li>Marvell announces custom projects with another big hyperscaler, highlighting the trend towards custom silicon solutions for AI workloads</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Google introduces Axion, their new CPU designed for cloud-based workloadsFacebook unveils second version of RiSC-V based processor for AI workloadsMarvell announces custom projects with another big hyperscaler, highlighting the trend towards custom silicon solutions for AI workloadsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 63: The Continued March of Custom Silicon, is it Sustainable?

<ul><li>The conversation revolves around the significant energy consumption of AI data centers and the potential consequences of this trend</li><li>Tech companies are facing the challenge of balancing their energy needs with their sustainability commitments</li><li>Brian Janus, a former energy hire at Microsoft and now co-founder of Cloverleaf Infrastructure, provides insight into this issue and potential solutions</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The conversation revolves around the significant energy consumption of AI data centers and the potential consequences of this trendTech companies are facing the challenge of balancing their energy needs with their sustainability commitmentsBrian Janus, a former energy hire at Microsoft and now co-founder of Cloverleaf Infrastructure, provides insight into this issue and potential solutionsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

How Electric Utilities Will Handle Booming AI Datacenter Demand

Podcast of business and financial stories, Behind the Money

Behind the Money

Podcast of business and financial stories

From hostile takeovers to C-suite intrigue, Behind the Money takes you inside the business and financial stories of the moment with reporting from Financial Times journalists around the world.

<ul><li>OpenAI, founded in 2015 as a nonprofit research lab, has transitioned into a for-profit entity with ambitious goals of creating artificial general intelligence to benefit humanity.</li><li>The company's CEO, Sam Altman, is focused on solving the problem of super intelligence and has plans to set up his own semiconductor manufacturing pipeline and extend human lifespan.</li><li>OpenAI's business model now involves catering to enterprise customers to generate revenue, and they face challenges in balancing their grand mission with the need for significant investment.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

OpenAI, founded in 2015 as a nonprofit research lab, has transitioned into a for-profit entity with ambitious goals of creating artificial general intelligence to benefit humanity.The company's CEO, Sam Altman, is focused on solving the problem of super intelligence and has plans to set up his own semiconductor manufacturing pipeline and extend human lifespan.OpenAI's business model now involves catering to enterprise customers to generate revenue, and they face challenges in balancing their grand mission with the need for significant investment.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Is OpenAI’s business model sustainable?

United States

Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.

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Microsoft Corp (MSFT US)

Data Centres and Beyond: WEC Energy Powering Regional US Growth

Magellan in the know discusses electricity demand opportunities in the US, with Gail Clapper, Joel Amores, and Jim Page discussing power utility...

MAGELLAN - IN THE KNOW

Josh Wolfe: The ChatGPT of Robotics is Coming

AI detectors struggle with grading essays, Chat GPT essays are average, Delve can detect AI generated content, AI has various industrial...

Odd Lots

Episode 63: The Continued March of Custom Silicon, is it Sustainable?

In summary, major tech companies are increasingly developing their own custom CPUs and accelerators for cloud-based workloads, with Google, Amazon,...

The Circuit

How Electric Utilities Will Handle Booming AI Datacenter Demand

The Odd Lots podcast delves into the issue of energy consumption in AI data centers and the potential impact on the environment, with guest speaker...

Odd Lots

Is OpenAI’s business model sustainable?

OpenAI, founded in 2015 as a nonprofit research lab, has transitioned into a for-profit entity with ambitious goals of creating artificial general...

Behind the Money

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