fortune
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Virtualization
Honeywell CEO Predicts ‘Doomsday’ for Companies That Don’t Embrace AI
Just two years ago, AI appeared poised to upend global business overnight. The reality, however, has been more complicated. Faced with the high costs associated with building AI models and powering data centers, along with potential regulatory and legal hurdles, business strategies for AI adoption are coming down to earth. Additionally, recent findings suggest the technology is burdening employees with…
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Mining
Tavi Costa: We Have Never Seen a Time Like this for Miners
Tom welcomes back Tavi Costa, Portfolio Manager at Crescat Capital, for an enlightening conversation about the gold industry and commodity space. Costa expresses his views on the current market landscape, suggesting that the Federal Reserve’s rate cuts could signal a structural bear market for the US dollar, with significant consequences for inflation, gold, and emerging market stocks. He also explores…
Read More » Steve St. Angelo: Zombie Mining Companies Drain Shareholder Wealth
Tom welcomes back Steve St. Angelo of the SRSrocco Report for a discussion on the economics of Bitcoin mining, focusing on the lifespan and economic viability of Bitcoin mining hardware. According to St. Angelo, major US Bitcoin miners Marathon and Riot account for significant portions of global hash rate production, with Bitcoin mining consuming approximately 1-2% of US electricity. However,…
Read More »Adrian Day: Closing the Gap – Gold Prices, Mining Stocks and When that Disconnect Closes
Tom welcomes back Adrian Day, CEO of Adrian Day Asset Management to discuss the business aspects of the mining industry. Adrian stresses the importance of understanding a company’s financial situation beyond initial disappointments, using Barrick Gold as an example of a company with a history of optimistic production estimates leading to missed targets but effectively managing these issues. He emphasizes…
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