Critical Warning on Artificial Intelligence Stocks [Do THIS Now] AI Stocks.

the increase in quality of life that AI

can deliver is extraordinary we're all

scared that a bad guy could grab it

artificial intelligence or at least talk

of artificial intelligence is everywhere

there is talk that over the next decade

300 million jobs will be impacted by AI

however Global GDP might actually be up

seven percent over the next a decade

because of artificial intelligence which

sounds like a small number but

considering that a lot of countries

contribute to GDP without being very

technologically advanced could mean that

GDP growth in modern societies might

even be a lot larger maybe we could see

GDP growth in America 10 20 30 percent

higher because of artificial

intelligence but the question is what

about workers after all some reports

suggest that 50 percent of workers will

see 50 of their work replaced by AI in

other words 50 of all workers might only

need to work 20 hours a week instead of

40 hours a week and then the question is

will businesses just hire one person to

make them work 40 and fire the other

person or do we work less what does the

future hold even those who won't be

replaced by AI reports are that over 60

percent of workers will see at least 10

percent of their work replaced by AI

giving them that much more time to focus

on creativity and productivity in fact a

report was just out on work from home

and how work from home could potentially

reduce workplace Innovation and patent

filings since a good amount of

innovation comes from the chance

conversations we have with those around

us so then the question is well if

people potentially are more productive

would they have more time to spend

otherwise thinking up and do innovative

solutions or would we just work from

home and some say that today's

relatively early versions of artificial

intelligence

are a joke that there's really nothing

to see here in fact you have people like

Snoop Dogg thoroughly confused as to

whether or not he needs to purchase an

AI security guard is his implication but

let's hear AI defined by Snoop Dogg in

his own words man this thing can hold a

real conversation like for real for real

like it's it's blowing my mind because I

watch movies on this as a kid years ago

when I used to see this and I'm

like what is going on and I heard the

dude that the old dude that created AI

someone this is not safe because the AIS

got their own minds and these

gonna start doing their

own and I'm like is we in a

movie right now or what

oh man so do I need to invest in the AI

so I can have one with me up like do

y'all know what the

so what is the latest in Ai and what

does it really mean for us as

individuals the businesses we work for

or the businesses we run what's going on

with Google and c3ai and what should

someone consider before investing in

either of those stocks and what does

this mean for a practical set of advice

for you yourself as somebody watching a

YouTube video to try to get ahead well

we're going to talk about all of that uh

first we'll start with a little bit of

news though because I'll tell you this

is an interesting one although somewhat

creepy here is an example of a company

called mindviz it's a singapore-based

company that tries to generate images

based on your brain waves it claims that

things that are probably a distant

memory for you can essentially be

generated on screen by prompting you

with some ideas or potentially images

prompting your memory and then computers

will be able to see what you your brain

sees which is bizarre and leading to a

lot of people wondering where is all

this data coming from because this is

scary and a lot of people say it's what

you've opted into in the last 20 years

every time you said okay to a privacy

policy wow so as long as I have seen it

and you know the patterns of my brain

then the AI will read that out of my

brain yeah yes yes yes exactly some say

their life and death situations and what

if it falls into the wrong hands life

and death decisions are being made by

automated decision making systems and

they're determining people's access to

government support for housing food

Medical Care let's say the bad guys get

ahead of the good guys then something

like cyber attacks you know could be

driven by an AI and while all these

debates circulate especially what the

European Union is going to do with the

euai ACT

there are some practical things

happening and some of these practical

things are well things that we really

got to consider if we're investors

because quite frankly you've heard me

say it before I'll say it again we know

Google takes about 69 of all of their

revenue from Google search and placement

onto websites but if the advertising

Network adds on websites is not as

relevant anymore because you don't have

to go to websites to get answers or use

search as much the question is well

who's going to pay for search inside

Bard or the artificial intelligence and

then is that the best result and so

there are a lot of questions about oh

where is the profit going to go but we

already know that but what we didn't

know was until last week Google's i o

event that Google's apparently really

good at copying other AI services that

exist and then branding them as their

own oh I said it uh I mean hey look this

isn't to say that Google hasn't been

studying and researching hard their own

AI products but I have to say Google's

extend the image a feature that they

showcased here showing a child whose

parent took a photo of them with some of

the balloons hanging off the end of the

bench and kind of a gloomy background

being able to quickly adjust that image

by pulling the child over and extending

the image this seems very awfully

similar to Runway ml's infinite image

generator so does the compose AI

replacement that will let you just

automatically reply to an email by just

drafting composed for me there's also

the integration of what appears to be a

replacement to or copy of mid Journey's

image generation as well as slide Jack

generation and other features that have

been pretty amazing a third-party Market

tools so far that Google is now bringing

in-house which is fantastic to some

extent because it should make those

features more reliable and accessible

for all of us which is great but then

the question and head scratcher still

becomes okay so how is Google going to

profit off those we know that Google

provides services like Gmail but the

free to use Gmail doesn't really

generate revenue for Google and Google

services alone represent less than 12

percent of Google's income Google cloud

is growing as a portion of the company's

a total income but again if you take out

YouTube advertising Network advertising

and search advertising you're still down

now over somewhere around 77 adding

YouTube in there so there's some

concerns now maybe YouTube videos will

actually be even better and more

relevant because one thing that was very

exciting was this announcement that

there could be a globalization of

YouTube videos where basically my mouth

could just be dubbed over with what I'm

saying in a different language be it

Spanish or Italian or whatever and my

mouth could actually artificially be

adjusted to match the words I'm saying

in a different language to still provide

the same context but automatically

translate it rather than manually

translate it essentially widening every

YouTuber's reach that's mostly a manual

process now but pretty incredible and I

have to say Bard pretty powerful

compared to chat GPT especially with its

ability to research much more recent

data than open ai's chat gbt chatgpt4

and open II suggests they're gonna

release browser plugins or should I

shouldn't say browser plugins rather

chat plugins for their Pro members

within the next week they've been saying

this for a while so fingers crossed

those plugins come out but for now Bard

I have to say very impressive the

question now becomes is Google something

that we can invest in and I think that

remains to be seen in terms of where's

income I'm actually going to come from

from artificial intelligence and this is

where I think a lot of businesses are

just figuring that out for example The

Wall Street Journal just reported that

more than half of large financial

institutions are currently using

artificial intelligence to manage risk

and compliance generative AI

Technologies can after all analyze vast

amounts of data and provide deep

insights into Data they're fed almost

instantaneously work that sometimes

would take a compliance offer officer or

risk officer hours to do chat GPT could

answer for you quickly or Bard or other

artificial intelligence generative AI

Technologies now this is really

incredible even to the tune of running

AI that can analyze the way that I'm

talking to you to ensure that I'm

sounding empathetic or relatable rather

than scripted or robotic or somehow

condescending this is all really

interesting and kind of creepy because

well AI is going to be judging us quite

a bit going into the future in fact some

are saying if you want to get a job

you're going to have to learn how to

pass an artificial intelligence

interviewer so you're going to have to

beat the bot interview in order to get

to a human interview reducing a lot of

sort of that lower entry level first

layer style of work the more mundane

which supposedly should give us more

time to focus on what we really need to

focus on that sort of creative

inspiration and putting pieces of a

puzzle together this is where the Wall

Street Journal finds that business

students who use AI when they're allowed

to are actually more engaged in their

studies and more satisfied with their

education and outcomes than those

business students who are banned from

using AI so to me it seems like AI is

going to be this really really amazing

co-pilot for individuals and this is

actually what I am releasing on June 1st

in my program on how to make more money

and get sh9t done faster which is all

about making more money increasing your

income but also utilizing AI with it

it's all about how do we actually apply

these AI Concepts to make more money

that's really important for example a

Coca-Cola just released an advertisement

showing the integration of AI the AI

software stable diffusion and their

generation of images

specifically these sort of more blurry

wobbly images here that you see when you

kind of see this these sort of almost

still images that look like they've kind

of been turned into a wobbly GIF or GIF

however you say it these are created by

stable diffusion which is AI which is

neat but much of this footage was still

generated through traditional filming

and 3D animation which is basically how

things used to be so yeah maybe a

percentage here is allocated to AI but

it's certainly not the whole thing as

much as it might be fun to say look at

Coca-Cola's AI ad much like Drake's AI

generated music which wasn't at all

fully generated by AI it's because a

part was generated by AI doesn't mean

we're gonna be out of work anytime soon

in fact I think now it's a incumbent

quite frankly upon all of us to figure

out exactly how to incorporate AI into

our productive lives our businesses and

to support the companies we either work

for or operate to make sure we're being

as productive as possible so we don't

get left behind

and see getting left behind is actually

something that makes me question C3 AI

yeah now I want to be very clear here I

I'm not somebody who's just trying to

bag on stocks I am a big fan of

researching and understanding companies

but sometimes you just get more

questions than answers and let's just

put it this way c3ai is a company that

holds the ticker symbol AI so obviously

they've got a you know a much better

ticker than meta especially since the

metaverse is now passe and AI is in c3ai

the stock was up like 25 today over this

enthusiasm of this this is a pre-release

of their May 31st earnings they just

released this today on May 15th and

they're pre-releasing information from

16 days from now and they're doing that

in my opinion to capitalize on a lot of

the hype that is circulating artificial

intelligence right now and that's that's

reasonable but what did they actually

provide us well they told us that their

guidance was about two percent lower

than actual Revenue so actual revenues

came in or expected to come in two

percent higher for the three months

ending April 30th and they talk about

how the overall business environment for

Enterprise AI is more active than we

have seen since the company's Inception

and seems to be accelerating and they're

talking about this increase in New Deals

that they close

I do have a severe concern though with

c3ai and that is how much of this

company is basically supported by One

customer Baker Hughes I hate to say it

but when you actually look at their last

quarterly report where which ended

January 31st they reported

35.7 million dollars of revenue from one

contract just one

35.7 million dollars divided by

66.669 is 53 and a half percent of

c3ai's Revenue came directly from

Baker Hughes which is just one company

in fact here are the details of their

contract and you could see they have a

contract that brings them all the way

out to

2025 and they have minimum annual

commitments of revenue from this one

company the question is we don't know

what rights Baker Hughes might have to

cancel this agreement and so personally

I'm not suggesting that Baker Hughes is

going to but this company is really

heavily exposed to just Baker Hughes

more than half their revenue coming from

Just One customer and my concern is the

following

all of this AI hype started at the end

of February and really exploded in March

and April

that's all well within your last quarter

and if AI really exploded in this last

quarter why did your revenues only beat

guidance by two percent and you have

severe concentration in your existing

Revenue now don't get me wrong a

company's balance sheet is strong very

strong in fact if you look at the

company's balance sheet first of all in

free cash flow they generated free cash

flow at least they're guiding for free

cash flow at this next report that

they're releasing they've got about 800

mil in cash they've got about 60 million

dollars in bills 24 million dollars in

long-term liabilities none of this

really a big deal they've got plenty of

cash to survive they talk about being

Gap non-gaap profitable which is just a

fancy way of saying hey if you uh add

back in all the money we're spending on

stock based compensation we make money

okay fine but one of the things that I

really think is at play here with c3ai

is

the market is looking for opportunities

to invest in artificial intelligence we

know that that's why Microsoft ran

that's why Google started to Rally again

a little bit that's why Nvidia took off

AMD chip companies everything is

rallying on this hopium of artificial

intelligence the concern that I have is

we're not sure how many of these

applications are going to be replaced by

super low-cost artificial intelligence

and that makes this a very difficult

place to invest in and I'm not

suggesting don't invest in AI don't get

me wrong I have a lot of exposure to AI

stocks and I'll tell you which ones but

let's be clear we don't know yet which

software services or SAS companies are

really going to benefit from Enterprise

AI or AI in general again consider that

when chat GPT comes out

which it did and you could use it for 20

bucks a month why the he double hockey

stick would a company spend tens of

millions of dollars for quote-unquote

Enterprise AI with uh c3ai let's say

when for example if you go into their

c3ai applications a lot of these

applications are now provided provided

substantially less expensively by other

companies whether it's a no code AI or

it's crms like Salesforce has with this

now GPT

included Einstein bot where you actually

at a low cost can create your own

artificial intelligence bot using GPT

all of the infrastructure and r d that

went into a company like c3ai

I think is that actually in question

because of the low-cost models we have

now like Bard or C3 or umt look at this

for example see this is one of the big

benefits that c3a talks about is hey we

have a platform that's no code AI you

can use and they show this person sort

of stringing together different AI well

if we just go to stack

hyphen

ai.com you can actually see build and

deploy AI applications in minutes and

when you hop on over to their

descriptive video here where they show

what their product essentially looks

like what you'll find is once you get

past the prompting they basically have

the same son off here as C3 AI now I'm

not a computer guy or computer expert

I'm just saying if your mode is creating

no code Ai and there are now dozens of

other no code AI websites then your moat

could potentially be at risk so that

does it also concern me again with c3ai

quite frankly any software company I'm

pretty concerned with when it comes to

artificial intelligence because we just

don't know who's really going to

generate the revenue in the face of

Google essentially giving you Bard for

free all of the other uh extensions that

were separate third party tensions we

talked about earlier whether they're

image Generations or PDF Generations

like slideshow presentations or email

composure all those things just get

integrated for free where's the money

going to come from it's quite concerning

for me so then I get concerned when a

company like Berkeley comes out and

suggests hey we just trained koala koala

is a dialogue model for academic

research and we basically trained a

model similar to chat GPT and we were

able to do so in April 2023 for 100

dollars

and when we then surveyed people if they

liked koala better or they liked chat

GPT better 50 percent of people didn't

notice a difference and they say the

other 50 percent preferred koala now

maybe they're biased but then again when

we say here on public cloud computing

platforms such training typically costs

less than 100 dollars with preemptable

instances

that's scary because it really puts a

lot of software at risk it's no surprise

that Google reported they well Google

didn't report there was a leaked

document that Google believes internally

they might have no moat now the

authenticity of that is stolen question

but a lot of media are now picking up on

that piece we first talked about it a

few weeks ago that's why you want to

subscribe to pay attention to the latest

news here but one of the things that we

could say with certainty is even if it

only costs 100 to train the AI model you

know what keeps coming up

the chip makers Nvidia the amds then you

got the chip Fabricators the Intel the

tsmc then you got the equipment

manufacturers for the chips the asmls

these are potentially places we want to

pay attention to because we know with

certainty whatever software ends up

getting used it's all coming back to

somebody's Cloud whether it's Google

Microsoft or Amazon's cloud or whatever

and then it's ultimately coming down to

those

chips so I'd personally rather invest in

a basket of chips and all these software

companies so we just don't know how many

of these are actually going to make it

and how many of them are going to get

replaced especially since software

multiples are some of the most expensive

you look at a company like c3ai you're

selling for a multiple of nine and a

half to ten times revenues but those

revenues I think are highly in question

now following what happened with well

the release of Bard and Chad GPT and

quite frankly so many different

artificial intelligence programs that

potentially make spending tens of

millions of dollars on well custom

Enterprise AI I'll rip off now the

Washington Post just reported that

Facebook has an AI sandbox now they're

calling some versions of this the metal

lattice analysts are calling this a

modest release others say this was a

ship because they had to ship some kind

of AI ad tool to help generate different

titles and metadata for ads or whatever

that's expected at this point we also

have some pretty cool hopium like for

example Berkeley cites that they can

take your genetic information biological

and information your characteristics

your allergies and they would be able to

predict how you would be likely to

respond in specific therapies or

treatments whether those are cancer

treatments or other treatments they can

actually with a 90 accuracy predict how

well you will do through taking a

certain drug or therapeutic or chemo or

otherwise that's pretty remarkable since

if you're sick and you need treatment

the last thing you want to do is be the

experiment yourself if we could use AI

to tell us where we personally are most

likely to succeed Game Changer now do we

have a list of companies that are going

to do that in the health field well you

can pretty much bet they all will do we

know which one's going to make the

biggest dollars of course not but what

do we know it's always going to come

down to those darn chips so beyond my

feelings that are somewhat negative on

software and this isn't short short term

negative okay it's entirely possible

c3ai could 5x from here and I'm not

saying they're not going to do well just

saying that I think companies like

Google and software companies like C3 I

potentially have a bleed ahead of them

that could take years and it's possible

that if the S P 500 returns five six

seven percent over the next five years

on average maybe these companies will

outperform but I think there's a chance

they might underperform because I think

there's a limited moat now with how open

source artificial intelligence is and

that is going to substantially lead to a

race to the bottom in class so

practically what can we do I mean is AI

just going to bog all your employees and

make you basically fire everyone well no

see I actually agree with the Wall

Street Journal when they suggest the

best thing that AI can do is help all of

your staff you as an employee or an

entrepreneur or whatever become the most

productive version of yourself so that

way you can actually rather than being

somebody who works on entry level stuff

all the time you can advance to working

on Mid to Upper tier stuff where humans

are still going to be extremely useful

and critical for a very long period of

time in the future I believe people who

master that will be the people who make

the greatest income either themselves or

for an employer or get the best

promotion or keep their job rather than

getting laid off compared to anyone else

and they're always going to be crazy

rules and laws I mean look at what's

going on the European Union's got some

weird EU AI risk act rules potentially

creating limitations or fines for

unregistered high-risk art official

intelligence fines of up to 20 million

dollars you've got this argument that

the EU AI high risk act potentially

could limit FSD full self-driving for

vehicles unless those vehicle models use

high quality data which is actually

really interesting because if you think

about it a lot of FSD companies who are

trying to come up with low self-driving

are training their data sets on data

based on models so in other words

they're training AI based on AI models

but what if the EU comes out and says we

want you to train AI based on real world

models

that would be good for Tesla given that

they've got millions of vehicles out

there using well basically collecting

real world data into Tesla's artificial

intelligence learning models that's very

important could be a little bit of a

Tesla bonus here but I mean consider the

world 54 of Italians aged 64 or 16

rather to 74 lack basic digital skills

that's scary the EU average for digital

skills or people who lack digital skills

is like over 40 and now they're

investing millions of dollars to try to

catch people up it's just a lot of

people behind in the world and this is

why the most important practical piece

of advice that I could give you is to

make sure you understand how to actually

apply artificial intelligence

understanding that there are databases

with 1500 different AI tools you can use

looking at some tweets or videos on oh

look at that tool look at that tool

that's cool that's cool that's cool

that's cool oh look what Coke did oh

look what Snoop Dogg said

that's useful for making sure you stay

focused on artificial intelligence but

you should be asking yourself how am I

applying AI in my life every single day

to be the most productive person that I

possibly can be and if you do that then

potentially

you could end up making a whole lot more

money and this is why exactly why on

June 1st we are releasing a complete

segment in this course how to make more

money and get sh 90 done faster link

down below and it's solely applications

here is how to apply AI in your life to

be more productive and more successful

period that is the most important thing

how can you actually apply it and the

cool thing is we know all of this

information is going to evolve in time

and so we're going to keep it updated

because we're going to keep going to

we're going to basically flip flop every

time there's something new that's better

we're going to flip to the next best

application or way we apply a certain

Solution that's all what we're going to

do in that program so check that out

link down below but otherwise ask

yourself how are you applying AI in your

life leave a comment down below with how

you are applying AI in your life or how

are you not maybe you're like dude Kevin

this AI thing is how fat it's worse than

the metaverse and it's not going to go

anywhere tell me that down below or

you're like Hey Kevin yeah you know I

found ai's actually been pretty useful I

use it for XYZ you know I'm a therapist

and I inject my clients uh you know

transcriptions in there when we talk

over you know a doctor meeting or

whatever and it gives me potential

diagnoses who knows there are endless

applications that AI can help us with

with and I really want to hear from you

so let me know what you think via the

link down below and folks we'll see you

in the next one thanks so much for

watching please subscribe share the

video if you found it useful and see you

soon goodbye now I want you to know this

when it comes to AI

time is what's going to make you money

and if you can prove that value to an

employer you'll always be able to be

employed so this is another way of

making sure that you don't get replaced

please