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a lot of the public-facing excitement has been over things like chat GPT and you know the thing writing stories and writing exam papers Etc what you talk about in your report is more the coding side of things which is what Inez just highlighted as well do you think the market really well understands the potential for AI right now um I I think the Market's scrambling to try and understand uh what how AI is going to impact the world and chat GPT has captured the investors uh imagination which is fantastic because we believe that innovation has been neglected I believe that most investors are very short Innovation you mentioned our Venture fund before we have a big focus on AI in the Venture fund picks and shovels are very important Mosaic ml is a private company in which we've invested that is actually speeding up the progress with its software in uh in artificial intelligence so um uh the the name of the fund is Arc Venture so really really proud of it uh public private starting now because we believe the time is now um in terms of AI you're right a lot of what we expect is productive video games and and so that will accrue to those companies that use AI most effectively uh yes meta platforms was very interesting to hear Mark Zuckerberg last night uh Focus first on AI as opposed to the metaverse you had been focusing he had been trying to push the idea of the metaverse we think uh before its time embracing AI right now and uh introducing it deeply into the firm to create efficiencies absolutely the right thing to do um foreign the revenue opportunities they may not be as obvious sure the picks and shovels you you mentioned Nvidia but we believe that the hidden gems that will benefit perhaps the most from artificial intelligence are those companies with proprietary data sets and we use Tesla all the time as a prime example of a lot of a lot of Technology attributes one of them is having the largest pools of real world driving data in the world in fact it has more of that kind of data orders of magnitude more of that kind of data than all of the other auto manufacturers and technology companies involved in Transportation around the world and so we believe that it will have uh it will be in the pull position for the autonomous taxi platform opportunity which is a software as a service opportunity with massive margins and it's also a winner take most opportunity the company that is able to get a an autonomous vehicle from point A to point B the the safety the the most safely and quickly is going to be the winner that's going to be the go-to service so we're looking for those sorts of opportunities in the genomic space exact sciences and we have models of both of these companies along with our assumptions on GitHub actually but exact science is probably has more data because of its uh Premier position in oncology molecular diagnostic testing than any other company in the world and it is training the data with artificial intelligence so that it can help surface cancer in stage one uh so again here the company with the most data the most proprietary data and the right domain expertise and AI expertise so those three things domain expertise these are scientists with a deep understanding of biology AI expertise and data so those are the kinds of companies we're looking for Kathy you know when we think about Ai and the mentions that it's been getting even in earnings calls it it's hard not to think that it won't be to at least this year in 2023 what blockchain mentions were to companies in 2017 and early 2018 you had every company from Roblox box and IBM and Amazon and meta all talking about how they were going to integrate blockchain and how big it was going to be for their business so for us to avoid that what is the actual timeline for delivery that we should be kind of grading these companies on with regard to delivering some type of AI solution within their own product and service well I think for a little bit more and it is how are our companies harnessing AI for their own businesses do they have these proprietary data sets so that's the first thing because this is going to AI is going to enable the most massive productivity increase in our history and we think we think that the productivity gains are going to be astounding and shock
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