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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Disclosure

Satrix Investments (Pty) Ltd is an approved FSP in terms of the Financial Advisory and Intermediary Services Act (FAIS). The information does not constitute advice as contemplated in FAIS. Use or rely on this information at your own risk. Consult your Financial Adviser before making an investment decision. Satrix Managers is a registered Manager in terms of the Collective Investment Schemes Control Act, 2002.

While every effort has been made to ensure the reasonableness and accuracy of the information contained in this document (“the information”), the FSPs, their shareholders, subsidiaries, clients, agents, officers and employees do not make any representations or warranties regarding the accuracy or suitability of the information and shall not be held responsible and disclaim all liability for any loss, liability and damage whatsoever suffered as a result of or which may be attributable, directly or indirectly, to any use of or reliance upon the information.