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The John Batchelor Show

#SCALAREPORT: Chris Riegel CEO, Scala.com @Stratacache. REPORT: AI marketing, AI promise\.

The John Batchelor Show

John Batchelor

News, Arts, Books, Society & Culture

4.52.8K Ratings

🗓️ 30 August 2024

⏱️ 11 minutes

🧾️ Download transcript

Summary

#SCALAREPORT: Chris Riegel CEO, Scala.com @Stratacache. REPORT: AI marketing, AI promise.

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Transcript

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0:00.0

This is a CVS, I on the world. I'm John Bachelor. The Scholar Report with CEO

0:09.5

Chris Regal of Scholar.com, a global technology firm, business on all the major populated continents,

0:16.2

transforming the retail space with digital signage. The breaking news all around these last days

0:22.4

has been NVIDIA and Vidia and Vidia. news all

0:25.0

2000, 20,000, 50,000 publicly traded stocks around the world come down to one,

0:30.0

and video, why? It might be a window on a few stocks around the world come down to one, NVIDIA. Why?

0:33.7

It might be a window on the future,

0:35.3

and it might be a false direction.

0:38.2

Chris, a very good day to you.

0:40.1

You have been very good to help me understand what a fab is, what T.S.M.C. is, what high-end

0:46.6

shipmaking is, why China is frustrated, why the U.S. has an advantage, why NVIDIA and T-S-M-C and ASML and Europe building the machines that

0:57.0

the fabs need, all of that, I understand thanks to your guidance.

1:00.3

But now we come to NVIDIA and growing very quickly, doubling its revenue, a new chip called Blackwell, I believe, coming soon enough.

1:09.0

The question is, raised again and again, is this the future or is this something like the dot-com bubble of the late 20th century or other

1:19.2

fascination the markets had over these last decades.

1:23.0

Biotechnology was one way back in the 20th century.

1:27.0

Marketing tools, E-Ved and D-E-I,

1:31.0

and what you'd have to say is the road forward is without fossil fuel. Is AI the real

1:38.0

thing in your measure because my reading is if any group is going to take advantage of it, it would be the franchise business.

1:46.9

Is AI, your opinion, does AI describe tomorrow?

1:51.2

Good evening to you. Good evening, John. AI has amazing possibilities.

1:56.0

Currently you're in that part of the technology that you call the hype cycle.

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