#116 - TikTok Ban, Claude AI, Bailador Technology Investments, TASK Group Takeover

Baby Giants Investing

English - March 14, 2024 20:00 - 49 minutes - 34.3 MB - ★★★★★ - 1 rating
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Previous Episode: #115 - Dubber, Eroad's Dual CEOs, Cleanspace Holdings

Next Episode: #117 - ImExHs, RPMGlobal, & Non-Consensus Generalist Investing

Andrew, Matt, and Claude chat the potential US TikTok ban, Claude AI and potential ways to play AI, as well as Bailador Technology Investments and TASK Group takeover for a 103% premium.

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1:02 - Good News
4:20 - Possible TikTok ban in the US
16:12 - Claude AI
27:40 - ASX AI opportunities?
30:08 - Nextdc (ASX: NXT)
31:47 - Bitcoin energy consumption
38:06 - The energy transition
40:17 - Bailador Technology Investments (ASX: BTI)
44:25 - TASK Group Holdings (ASX: TSK)