WE Family Offices' Lagomasino on AI, Future of Streaming

The video discusses the democratization of AI, its impact on the US and China, and the potential for increased efficiency in the economy. It explores the TMT sectors, focusing on streaming profitability and the challenges faced by the banking sector due to rising interest rates. The discussion also covers investment strategies, market valuations, and the potential for M&A in the banking sector.

What are the different ways to invest in artificial intelligence according to the speaker?

How does the speaker perceive the current hype around artificial intelligence in relation to its actual results?

What concerns does the speaker express regarding the democratization of AI in China?

What is the speaker's outlook on the profitability of streaming as a business model?

How does the speaker suggest companies should adapt to the changing media landscape?

What challenges does the speaker identify for the banking sector in relation to M&A activity?

What is the speaker's view on the current valuation of companies like NVIDIA and Apple?