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Stansberry Investor Hour

AI Is the 'Special Forces' of Investing

Stansberry Investor Hour

Stansberry Research

Business, Investing

4.3680 Ratings

🗓️ 29 December 2025

⏱️ 73 minutes

🧾️ Download transcript

Summary

In this week's Stansberry Investor Hour, Dan and Corey welcome John Sviokla back to the show. John is an author, executive fellow at Harvard Business School, and co-founder of GAI Insights – an industry analyst firm that provides leaders with the strategies for successful AI integration.

 

John kicks things off by recapping his analysis on AI in the markets since he last spoke with Dan and Corey and sharing the changes that have occurred. He then discusses his focus on DEF 14As to gain insight into what's incentivizing management. He mentions that more CEOs have adopted AI usage – however, there are two main groups: the leaders who are advancing rapidly and the laggards who are making slow progress. And he shares the many variables that impact folks' finances today. (0:00)

 

Next, John expresses his desire for the funding of a public library for AI so users have a database to train their models. He also states that the U.S. has lost ground and intellectual property to China in the AI field and other areas due to companies wanting market access. And he says that using AI is something that needs to be experienced to see how useful it can be, especially with automation. (25:07)

 

Finally, John provides advice for parents who want to know what career opportunities are available for their kids. There are four areas that he thinks are most crucial in today's tech-driven world. John discusses robots in the tech industry and gives his praise for Waymo. He then reflects on the sectors that he's most interested in. And he believes that folks are wrong about AI being in a bubble – rather, he thinks that there's overinvestment in that area. (44:06)

Transcript

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0:00.0

Hello and welcome to the Stansberry Investor Hour. I'm Dan Ferris. I'm the editor of Extreme

0:18.9

Value and the Ferris Report, both published by Stansberry Research.

0:23.3

And I'm Corey McLaughlin, editor of the Stansberry Daily Digest. Today we talk with Dr. John's Viocla of G.A.I. Insights.

0:31.9

John is an AI guru. And get a pen and a piece of paper because you will want to take notes. He's just

0:40.2

that kind of a guy. He's a great talker. We're going to throw a few questions at him, start

0:44.7

him up, and he's got a lot to say. So get ready. We're going to talk with John Sveocla. Let's do

0:50.4

that. Let's do it right now.

0:58.1

John, welcome back to the show.

0:59.0

It's good to see you again.

1:00.6

Dan, great to be here.

1:04.9

So, Corey and I are going to pepper you with lots of good questions.

1:13.7

But I wanted to start by telling our listener, if you could just tell our listeners sort of what you do, because most of our guests, they are not like you. Most of our guests are, you know, hedge fund managers

1:20.7

and traders and analysts and, you know, equity analysts, all those people. You're a little different.

1:27.4

What do you do, John?

1:29.3

Yeah, well, really kind of a lifelong passion of mine is to try to understand what,

1:34.8

how do machines think, how do people think, and what does that mean for business,

1:38.3

society, and individual productivity?

1:41.4

And so I started that as a professor at Harvard Business School many years ago.

1:46.5

And what I do right now is run a company called GAI Insights. And we believe that every firm is

1:54.5

going to have to become a hybrid firm, a hybridization of human workers and digital workers.

2:00.7

And our purpose in life is to make people aware of that

2:03.6

and to manage that transition in a productive way.

...

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