Chris Camillo
speaker
3,317 appearances
5 recordings
2 series
first heard May 2025
last heard 13 Sep
Chris Camillo’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Sep 2026 with 2.
Appearances
So if I'm an investor right now and I'm thinking the next five years, the next eight years, who are going to be the big winners that no one's talking about today, because maybe they're boring companies.
I'm going to look at companies that have massive distribution motes because once the intelligence wave hits, they are going to win in so many places.
ways, every way, right?
They'll be making their products cheaper.
In fact, I just saw, I just read an earnings report uh earlier today on a trade I got lucky on.
It was booking.com.
Yeah.
Yes.
And I was scanning the earnings report and I noticed something in there.
And it is that the cost of their customer service at booking.com was meaningfully coming down due to the a AI tools that they've been uh developing and instituting across the organization.
We're just we hadn't seen that yet, guys.
Like we had not seen that hit regular end client.
This is what I was talking about, right?
The AI efficiency wave.
This is just
One little piece of information.
If we start to see that wording starting to come out more and more in earnings reports, we're lowering our costs to this AI to watch out.
Do you're gonna see AI blow up unlike we've ever seen it before?
Because that is the last leg that everyone's waiting for.
Everyone that is anti-AI in terms of not believing in its value keeps raising the bar and raising the bar.
Showing 1001–1020 of 3,317 · page 51 of 166
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