Name: AI Use Cases and the Semiconductor Future with Groq
Start: 2024-11-04T21:42:00Z
End: 2024-11-04T21:42:51.000Z
Location: BrightTALK
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Since 2011, our AI-based market intelligence technology has helped industry professionals make smarter business decisions by delivering insights from an extensive universe of public and private content—including company filings, event transcripts, news, trade journals, and equity research. Thousands of organizations use AlphaSense to make smarter decisions with confidence and speed.

Using our platform and it's AI-based technology, we are able to pull quick and accurate insights across our vast content library. From those insights, this channel will highlight AlphaSense webinars that will help you keep up with the latest trends across industries

AlphaSense partnered with Bill Brewster, Host of The Business Brew Podcast, to bring you this discussion with Alex Morris, Founder of TSOH Investment Research Service, on Disney’s future and the broader media landscape including how Warner Bros. Discovery (WBD) and Paramount are adapting to the rapidly changing environment.

Key topics discussed included:

- Disney and Sports Rights: Adapting to the New Media Landscape. With ESPN at the core, Disney's sports dominance is vital. How should they monetize their content and position ESPN+ for future success? We'll explore how Disney can leverage its sports assets to stay competitive.

- How WBD and Paramount are Adapting to the Changing Media Landscape. Leveraging assets like HBO and Paramount Pictures, WBD and Paramount are navigating the challenges of a streaming and sports-driven market. We'll explore their evolving strategies and what it means for their long-term prospects in a competitive industry.

- Evolving Dynamics Between Programmers and Distributors. With the rise of direct-to-consumer models, traditional distribution is changing. We'll examine how major distributors adapt to new strategies and how media companies are reshaping their approach, highlighting investor opportunities for maximum return.

Disclaimer: The views presented are solely the guests' own opinions, and do not represent the views of AlphaSense. Nothing in this broadcast constitutes investment advice.

Disney's Playbook: How Sports Rights Are Shaping the Future of Streaming

Major Players and Investment Trends Shaping the Outlook for Generative AI

This exclusive interview features AlphaSense CEO & Co-Founder, Jack Kokko, and Goldman Sachs Managing Director of U.S. Internet Equity Research, Eric Sheridan, as they explore the transformative power of generative AI. Major industry players, including Alphabet, Amazon, and Meta, are driving this revolution, reshaping industries, and redefining competitive landscapes. This session will uncover the strategic impact of AI innovation on business success and provide a roadmap for thriving in the AI-powered future.

Get exclusive insights into the future of AI, including:

- The latest advancements in AI intelligence and their applications across industries.
- How AI expenditures from tech giants like Alphabet and Amazon are reshaping business strategies.
- The role of cloud providers, including AWS, in enabling the generative AI revolution.
- Insights into how businesses are preparing for the future of generative AI innovation.

This interview is also available in our Thought Leader Series in AlphaSense’s Expert Transcript Library.

Exclusive Q&A: Eric Sheridan, Goldman Sachs Managing Director, and Jack Kokko, CEO of AlphaSense on the Future of GenAI

In recent years, the electric vehicle (EV) market has experienced a remarkable surge in adoption, signaling a greater shift in consumer preferences towards greener and more sustainable modes of transportation.

Yet, despite the surge in adoption, EV manufacturing companies have experienced plummeting stock prices over the past year, raising questions about the sector's financial health, future growth prospects, and long term viability.

Watch now to hear Adam Jonas, Head of Global Autos & Shared Mobility at Morgan Stanley Research, and Xavier Smith, Director of Energy & Industrials Research at AlphaSense, discuss the current state of the electric vehicle market. They answer the one big question that is top of mind for those invested in this market: Was this a fad or will this industry rally in the second half of 2024 and beyond?

EV Winter: When Will It Turn To Spring?

Listen to this webcast with Sara Mallatt Stahl Director of Healthcare Research at AlphaSense, in this "Friday Coffee Talk" where she shares her knowledge and domain expertise on current trends in healthcare. Sara dives into hot topics and related companies, and shares expert perspectives (from former employees, customers, suppliers, and others).

During this roundup session you will hear about topics (and related companies) like:

- Update on GLP-1 Obesity Treatments
- AI in Healthcare Delivery
- The Evolving Cell Therapy Landscape

Healthcare Roundup: GLP-1s, AI in Healthcare Delivery, Cell Therapy Landscape

Listen to this exclusive webinar with distinguished industry leaders exploring opportunities and complexities at the heart of the tectonic shift in global energy resources.

Richard Morley, AlphaSense’s Global Head of Energy and Industrials, hosted the discussion with Arjun Murti, Partner at Veriten, and Josh Young, Chief Investment Officer at Bison Interests. They discussed:

- Carbon Capture and Hydrogen for Fossil Fuel Companies. Carbon capture and hydrogen technologies have the potential to guide fossil fuel companies toward net-zero emissions.

- Renewable Energy Firms' Acceleration. Renewable energy firms are seeking ways to accelerate the adoption of green technologies.

- China and India's Renewable Energy Strategies. China and India are increasingly committed to renewable energy, with substantial investments and supportive policies.

- Emerging M&A Opportunities in Energy. The evolving energy landscape is creating new M&A opportunities in the oil & gas sector and beyond.

Whether you're a corporate decision-maker or an investor looking to stay ahead of the curve, this webinar offers invaluable insights on a critical issue concerning the global economy.

Myth vs. Reality: Renewables Adoption by 2030

Amazon is a global powerhouse that impacts our lives in numerous ways, from online shopping to cloud services and beyond. Institutional investors should pay close attention to Amazon due to its continuous innovation and expansion into new markets.

Watch this webinar where Rihard Jarc, Founder of UncoverAlpha & CIO of New Era Funds, and Barry Schwartz, Chief Investment Officer, Baskin Wealth Management, explored Amazon's evolving business landscape and its expansive reach across various sectors. Viewers will gain comprehensive insights into Amazon's strategic moves and future development. *

Key Discussion Points:

1. Amazon E-Commerce
- Shift from 1P to 3P: Discover how Amazon's transition from first-party to third-party sellers affects its business.
- Temu and Social Commerce: The potential impact of emerging platforms and social commerce trends on Amazon.

2. AWS (Amazon Web Services)
- Client Preferences and Competitive Positioning: Understand why businesses choose AWS and its standing among leading cloud providers.
- Generative AI Strategy: Learn about AWS's readiness and strategy for the next wave of AI innovation.

3. Amazon Ad Business
- Integration with E-Commerce: How Amazon's advertising business complements its e-commerce operations.
- Prime Video Ads: The implications of introducing ads on Prime Video for Amazon's advertising landscape.

4. Amazon's New Business Lines
- Project Kuiper and Logistics: Get insights into Amazon's satellite internet initiative and logistics operations.
- Healthcare/Pharma Expansion: Explore Amazon's ventures into the healthcare and pharmaceutical sectors.

*Disclaimer: The views presented are solely the guests' own opinions, and do not represent the views of AlphaSense. Nothing in this broadcast constitutes investment advice.

Amazon's Expanding Empire: From E-Commerce, Cloud to Ads

Listen to this exclusive webinar with hedge fund manager and thought leader Harris "Kuppy" Kupperman, Founder & CIO of Praetorian Capital, as he explores the increasingly important world of uranium markets.

Hosted by Jamie Catherwood, Founder of Investor Amnesia, this conversation with "Kuppy" and AlphaSense’s Director of Research, Nick Mazing, this session offers an in-depth look at the factors driving uranium markets now and in the future. Expect to learn about:

- Bullish Market Trends: Is uranium entering a third bull market? Explore the supply-demand mismatch and the impending crisis due to unfulfilled demand.
- Nuclear Energy Expansion: Learn about the global push to triple nuclear capacity by 2050 and its impact on uranium demand.
- Challenges in Production: Understand the ongoing challenges faced by mining companies in meeting production targets.
- Investment Insights: Discover why uranium is a sleeper commodity ripe for investor attention and how it compares to other hedging assets like gold.

*Special Focus on Harris Kupperman's Views: He is bullish on uranium, seeing a growing supply-demand imbalance that’s set to boost prices. With major nations pledging to triple their nuclear energy capacity by 2050, Kupperman has taken a significant position in the Sprott Physical Uranium Trust. He believes that owning the physical commodity, rather than uranium miners, is a more attractive way to “play” the uranium market and avoid the company-specific risks of mining companies.

Disclaimer: The views presented are solely the guests' own opinions, and do not represent the views of AlphaSense. Nothing in this broadcast constitutes investment advice.

Going Nuclear: Why Investors Should Be Paying Attention to Uranium

Discover why diversifying your investment portfolio is more crucial than ever with insights from Meb Faber, Co-founder & Chief Investment Officer, Cambria Investment Management, and Nick Mazing, Director of Research at AlphaSense.

During this discussion, moderated by Jamie Catherwood, Founder of Investor Amnesia, get a better understanding of why flexibility and openness to global opportunities are key to successful investing. You’ll also gain first-hand knowledge of how AI is reshaping market efficiency and investment strategies, drawing parallels with the polarizing impact of social media.

What you'll learn about in this session:

- Diversification: Essential for robust portfolios and supply lines.
- AI in Markets: Rapid advancements with potential market-shaping impacts.
- Global Opportunities: Flexibility in seizing investment opportunities worldwide.

The New Frontier in Investing: AI and Diversification Essentials

When speed to insight is worth millions, how much money is your investment team leaving on the table from inefficient research and siloed workflows?

Watch this webinar where Principal AI Evangelist at AlphaSense, Sarah Hoffman and Expert Partner & Chief Data Officer, Private Equity at Bain & Company, Richard Lichtenstein, discussed how investment firms are boosting analyst efficiency and maximizing the ROI of institutional knowledge by applying AI to decades-old search and discovery problems.

Discussion topics included:

- Key use cases for generative AI within due diligence and industry research workflows
- Tackling long-standing problems with siloed and buried institutional knowledge
- Emerging generative AI technologies that will impact the investment industry

Generative AI Use Cases for Investment Firms

The power of AI is evolving at an exponential rate. Companies that can keep up and embrace this rapid development are poised to become leaders in their industries, while those that can't adapt may fall into irrelevance.

Listen to this exclusive webinar hosted by Rihard Jarc. He led a deep dive discussion with Abdullah Al-Rezwan from Mostly Borrowed Ideas (MBI) and Michelle Brophy from AlphaSense. They explored critical topics across key technology sectors, such as:

- Cloud Computing: How will new AI workloads expand the size of the market, who has enough infrastructure and chips in place to capture the market, and which cloud providers might have an edge in the cloud AI wave? Amazon, Microsoft, and Google seem like the kings of the jungle, but is there a dark horse in the race that most investors are missing?

- Ad Tech (Social Media): Discover AI's role in revolutionizing ad targeting, content creation, ensuring higher engagement, and creating hyper-personalized, effective ads. Once again, big companies such as Meta and Google seem to have the advantage.

- Semiconductors: What does this new gold rush mean for chip companies? How much bigger will the chip market be in the future because of AI accelerator demands? Will Nvidia continue to outgrow everyone? Cloud companies developing their own silicon has become even more important.

*In preparing for this webinar, our guests leveraged a variety of sources, including the most current company documents and news, as well as expert perspectives from the AlphaSense platform, providing a deeper understanding and sharing highly relevant insights.

AI's Impact: Which Industries and Companies Stand to Benefit?

This exclusive webcast explored real-world applications of AI to solve knowledge-sharing problems at investment firms, and laid out AlphaSense’s vision for how generative AI benefits those who implement it in the right ways.

Craig Farrell, Director of Strategic Initiatives at AlphaSense, and Melissa Todisco, Product Marketing Director at AlphaSense discussed:

- What leading investment firms are doing to harness genAI as a competitive advantage
- Connecting a disparate set of firmwide content (SharePoint, OneNote, Evernote, RMS, CRM)
- Use cases for leveraging technology to centralize and share research content
- Key considerations for implementing generative AI at an enterprise scale
- Our vision for solving knowledge management problems through reliable AI applications

Applying AI to Solve Knowledge Sharing for Investment Firms

How can the buy side leverage artificial intelligence today to solve long-standing search and discovery problems, without wasting resources on genAI tools that aren’t compatible with existing research processes?

Listen to this webcast with AlphaSense Director of Technology, Media, and Telecom (TMT) Research and longtime equity analyst Michelle Brophy joined with Executive Vice President of Product, Stephen Lynch, as they lay out the applications of AI that can drive value for investment teams right now, and explore our vision for how AlphaSense will further enhance buy-side workflows.

They discussed:

- The latest developments and trends in genAI, and where investors are boosting efficiency with current capabilities.
- How investment teams are centralizing internal knowledge and external market research by taking a staged approach that starts with search.
- AlphaSense’s product road map for unlocking institutional knowledge today and tomorrow with generative AI.

Beyond the Hype: Our Vision for Applying Generative AI to Investment Workflows

In this Company Spotlight, AlphaSense partnered with Rihard Jarc, Founder of UncoverAlpha & CIO of New Era Funds, to host this discussion with Groq’s General Manager at GroqCloud™, Sunny Madra, on the evolving semiconductor market and AI’s transformative role.

The discussion examined:

- Nvidia’s leadership in AI training and inference through moats like CUDA and networking.
- Emerging AI trends, including Meta’s AI strategy with LLama, and the debate between open-source vs. closed-source models.
- Groq’s unique approach and how they are positioned to disrupt the AI chip market.

You'll gain valuable insights into how AI and semiconductor innovations can shape market performance and portfolio strategies.

Disclaimer: The views presented are solely the guests' own opinions, and do not represent the views of AlphaSense. Nothing in this broadcast constitutes investment advice.

AI Use Cases and the Semiconductor Future with Groq

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AI Use Cases and the Semiconductor Future with Groq

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