In this episode of Ghost Stories, we delve into the realm of Artificial Intelligence (AI) with Nico Katzke from Satrix. AI has become the buzzword of the moment, capturing both attention and caution in the market. Nico shares insights into the various perspectives investors have towards AI, the parallels with cloud computing and Software as a Service (SaaS), the energy implications of AI, and the nuances of what AI truly is. Join us as we navigate through the opportunities and risks associated with this evolving technological landscape.

In this podcast discussion, we cover: 

  • The contrasting attitudes of investors towards AI hype.
  • Lessons from cloud computing and SaaS regarding skepticism towards new technologies.
  • The environmental considerations of AI's energy consumption and its impact on renewable energy.
  • Defining AI technology accurately amidst marketing hype.
  • Strategies for incorporating AI exposure into investment portfolios.

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