Scott Phillips
speaker
1,587 appearances
2 recordings
1 series
first heard Jun 2022
last heard 31 Aug
Scott Phillips’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.
Appearances
But if the range of those outcomes is more knowable and known, think about SaaS companies, right?
When when Amazon launches at, you know, twenty cents a share adjusted own shares for full disclosure.
Um, what does the future look like?
We don't know what SaaS is.
We don't really know what e-commerce mo uh business models are.
Now you've got Anthropic that may well list that owns Claude at a two trillion dollar valuation.
And so the uncertain future is always gonna be uncertain.
But the opportunity to take advantage of that is being competed away to some degree by people who know.
So the chance the individual stock picker has sufficiently advanced, sizeable, um, numerous insights that allow them individuals to meet the market.
Remember, stock picking is a zero sum game.
Absent fees, as you know.
Um so that's that that bit is for me is that that's the real question like how who else doesn't know this or couldn't know this?
How genuinely independent and original are my thoughts and right, because that's the key, right?
You can be as original as you want if you're wrong.
Um so yeah, I don't it's not going away.
But I I I suspect over time the mispricings move towards zero and the future range of uh options or outcomes, even if it's not narrowed, it's probably known.
better because of the inference and the learning of the machines, the ability to inform us.
So I don't think stocking gets replaced by AI at all.
I think it absolutely uses AI for as long as we can think about it.
Because the machines won't know the future either, but you're a hundred percent right.
Showing 161–180 of 1,587 · page 9 of 80
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