IL19: Revolutionary Technology & the Coming Economic Boom ft. Mark P. Mills

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 9 August 2023

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Mark Mills joins us to discuss his new book The Cloud Revolution: How The Convergence of New Technologies Will Unleash the Next Economic Boom and a Roaring 2020’s. Mark is a senior fellow at the Manhattan Institute, a faculty fellow at Northwestern’s engineering school and a strategic partner in energy-tech venture fund Montrose Lane. In our conversation Mark explains how advances on three fronts - information, machines and materials - are converging in a way that is going to propel a surge in economic growth and productivity.

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Episode TimeStamps:

02:12 - Introduction to Mark Mills and his book

10:00 - What is meant by "the cloud"?

15:46 - The Cloud Revolution

21:44 - Collecting data with AI

28:10 - What is computational material and how is it used?

36:05 - Designing material with AI

40:08 - Getting more out of technology

48:43 - Working with robots

52:21 - Increasing productivity in health care

57:55 - Key takeaways from Niels

Transcript

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0:00.0	We're at the end of the beginning, not the beginning of the end of the build-out of the cloud.
0:12.0	The cloud, of course, is structurally different than the Internet.
0:17.0	Cloud uses the Internet, just like the Internet initially used telephony telephone lines literally used
0:23.6	telephone lines but we're at we're at an inflection point in infrastructure for information
0:28.8	that threads through everything else it threads through not just social media but it also threads
0:34.7	through all the other domains of machines, materials, and services.
0:39.8	Imagine spending an hour with the world's greatest traders.
0:43.6	Imagine learning from their experiences, their successes, and their failures.
0:48.1	Imagine no more.
0:49.9	Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund managers in the world,
0:56.0	so you can take your manager, due diligence, or investment career to the next level.
1:00.0	Before we begin today's conversation, remember to keep two things in mind.
1:04.0	All the discussion we'll have about investment performance is about the past,
1:08.0	and past performance does not guarantee or even infer anything
1:11.9	about future performance.
1:13.6	Also understand that there's a significant risk of financial loss with all investment strategies,
1:17.8	and you need to request and understand the specific risks from the investment manager
1:22.4	about their product before you make investment decisions.
1:25.7	Here's your host, veteran hedge fund manager, Niels Kostrup Larson.
1:35.0	For me, the best part of my podcasting journey
1:37.8	has been the opportunity to speak to a huge range of extraordinary people from all around the world.
1:43.6	In this series, I have invited one
	...

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