Investing in Artificial Intelligence (AI)

greggles said:

I've been using ChatGPT for a few months and I think the whole space is incredible. The industries that are going to be revolutionised by AI can't be understated. It is going to be the biggest technology sector in five or ten years. What is coming is going to be mind blowing. I'm going to invest heavily in an AI ETF on the next market pullback.

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I guess AI stocks are under represented in my SMSF. Have you looked at any AI themed ETF's. Names offhand if you have. I'll check it myself in the morning.

gg

Garpal Gumnut said:

I guess AI stocks are under represented in my SMSF. Have you looked at any AI themed ETF's. Names offhand if you have. I'll check it myself in the morning.

gg

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Mr GG



The one I like:https://etfdb.com/etf/BOTZ/#holdings


jog on
duc

Chatgpt most likely will be worth a lot less. In fact the whole space might be in for a change.

China started to open source and now are host of US companies will follow suit. Thinking machine labs is opening soon with mistral and databricks fully open.

So it will become cents rather than dollars for access. I saw it being compared to email when it started as a paid subscription then became free and widespread.

I think a lot of money will shift shortly.
Ai infrastructure.
Ai industry specific.
Probably Ai agents or autonomous workforce will be the hot profit point for a bit.

I noticed AI incorporated into security cameras for households so its filtering through.

A New AI Playbook for America​

By Ed D'Agostino | 25 July 2025


This week, the White House released America’s AI Action Plan. This plan is the clearest signal yet that Washington now views AI as launching the next industrial super-cycle.

The plan lays out the need for the US to establish global AI dominance, drive economic growth, and outmaneuver China in the most important technological arms race of this century.

The 2025 Action Plan is a bet that US innovation, if unshackled, can outpace the rest of the world. That starts by reducing regulation, red tape, and approval timelines for data centers. The details are sparse at this point, especially when it comes to how we’ll power those AI data centers. But I’m eager to see what’s next.
America’s AI Action Plan rests on three strategic pillars:

• Accelerating AI Innovation—Cut red tape, favor open-source and open-weight AI, and make federal R&D a catalyst.
• Building American AI Infrastructure—Fast-track data centers, energy grids, and secure semiconductor fabrication.
• Leading in International AI Diplomacy and Security—Export AI standards, counter China, and plug security export loopholes.

What’s actually new?​

These federal policy decisions could define the next decades of innovation and investment. It’s clear the White House sees AI development as its biggest asset—and adversary—in a new Cold War for tech dominance.

It starts with deregulating AI development. Agencies must actively remove rules that slow AI deployment. Federal funding can be withheld from states that try to impose “burdensome” AI rules (which remain loosely defined).

Government contracts flow to AI systems aligned with “objective truth,” not social engineering agendas. The NIST AI Risk Management Framework is being revised to shed requirements on misinformation monitoring, DEI, and climate factors.
Another major pivot: the federal government is throwing its weight behind open-source AI. Through new incentives and access to compute, Washington wants to make open models the global standard—especially in academic and startup environments.

The strategy here is as much about influence as it is about innovation. Open-source dominance allows the U.S. to project technical standards abroad and challenge the rise of opaque, closed AI models from authoritarian regimes. There will be a democratization of access to AI the same way internet access has been a make-or-break factor for individuals and businesses for the past 30 years.
The plan also gives a nod to American workers—emphasizing new high-tech jobs, reskilling, and rapid retraining. Historically, we’ve not been good at this, so I’m hopeful this essential element to AI readiness will move forward.

Likewise, AI’s development is underpinned by our energy grid. We will need to replace or build out new infrastructure at warp speed. Environmental reviews and permitting for data centers and chip fabs are to be accelerated. If this really happens (a big “if” with a lot of obstacles), the next two years could look a lot like the shale boom, only on digital infrastructure.

Who Wins…and Who Should Worry​

This new AI landscape creates great opportunity in tech and industry…but it also will create new fault lines among society.

US-based AI innovators (especially those aligned with “objective” standards around free speech and American values) will win out. Cloud, chip, and data center companies should expect faster project approvals and new federal contracts. Workers who can retrain in the AI talent pipeline or skilled trades will fare better than those who pass up the opportunity to use AI.

Investors should consider energy infrastructure, chipmakers, energy suppliers, and secure data center operators. I would be interested to see the rise of specialized trade schools ready to train AI-specific skills. Joe Lonsdale of 8VC wrote a blog post about how he evaluates AI-related investments. You can read his thoughts here.

Meanwhile, states heavy on AI regulation or non-conforming frameworks may see federal funding move elsewhere. Funding and infrastructure projects could be redirected to more ideologically and strategically aligned jurisdictions.
Labor groups and privacy advocates, whose input was minimal in AI policymaking, may ramp up pressure as AI begins reshaping industries. We’re seeing the federal government taking a stronger grasp on both industrial policy and tech development.

This move echoes the space race, but with even broader implications for geopolitics, capital flows, and how Americans work

Figure AI

Probably one of the turning points in history and 90% of people don't really know what's going on.

Big opportunities across a few areas.

moXJO said:

Probably one of the turning points in history and 90% of people don't really know what's going on.

Big opportunities across a few areas.

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I think we're living through multiple turning points at present.

AI is the relevant one to the thread but also industrial policy, education, geopolitics and others.

Smurf1976 said:

I think we're living through multiple turning points at present.

AI is the relevant one to the thread but also industrial policy, education, geopolitics and others.

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I think its all about to change. I suppose the constraint is always funding. But our lives will be vastly different in a decade.

Im not sure Australia is positioning well. This government is just full of imbeciles. Libs are not even trying.

moXJO said:

I think its all about to change. I suppose the constraint is always funding. But our lives will be vastly different in a decade.

Im not sure Australia is positioning well. .

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it's hard to see any effort, or scale, that will deliver outcomes here.. . Sleepers, awake!

Meantime at the forefront, several technologies are converging, which can lead to rapid growth that will take the innovators into new realms. Exactly where is hard to predict, but alignment is feasible.

There's AI, automation, robotics, developments in space, and quantum computing., to name a few

Dona Ferentes said:

it's hard to see any effort, or scale, that will deliver outcomes here.. . Sleepers, awake!

Meantime at the forefront, several technologies are converging, which can lead to rapid growth that will take the innovators into new realms. Exactly where is hard to predict, but alignment is feasible.

There's AI, automation, robotics, developments in space, and quantum computing., to name a few

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I'd say medical will be a big one with an aging population and it becoming AI/robot assisted.
There must be a profit point in just the changeover for the general population to a world where jobs get up to 2/3rds decimated.

I think i called real life experiences and travel during covid. You can only see that exploding out more. What do people do in a world of no work?
Is it a new renaissance period or dystopia hell-hole.

Governments need planning to reach the desired outcome. Something as simple as who we allow to immigrate is going to be central to a peaceful society. I feel like all of it is largely being ignored right now.

Dona Ferentes said:

it's hard to see any effort, or scale, that will deliver outcomes here.. . Sleepers, awake!

Meantime at the forefront, several technologies are converging, which can lead to rapid growth that will take the innovators into new realms. Exactly where is hard to predict, but alignment is feasible.

There's AI, automation, robotics, developments in space, and quantum computing., to name a few

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And cheap drones from mosquito size to heavy carriers, all able to benefit from AI.
It is an exciting time, my entrepreneur side is itchy, but not in Australia that is THE certainty.
And i see a lot of the future winners outside our local or US exchanges

qldfrog said:

And cheap drones from mosquito size to heavy carriers, all able to benefit from AI.
It is an exciting time, my entrepreneur side is itchy, but not in Australia that is THE certainty.
And i see a lot of the future winners outside our local or US exchanges

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Australia unfortunately will be left well and truly behind, our electricity grid is not suitable for what we have now, and we have very little manufacturing demand compared to what we had in the 80s and 90s.

countrylad said:

Australia unfortunately will be left well and truly behind, our electricity grid is not suitable for what we have now, and we have very little manufacturing demand compared to what we had in the 80s and 90s.

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Makes me think maybe Trump is right about tariffs.

We don't have the economic clout of the U.S. of course, but some protectionism would be valuable especially in the face of blatant protectionism and subsidies by China.

SirRumpole said:

Makes me think maybe Trump is right about tariffs.

We don't have the economic clout of the U.S. of course, but some protectionism would be valuable especially in the face of blatant protectionism and subsidies by China.

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I am no socialist but it makes you wonder if the governments of all "perversions" over the last 40 years had a 15% royalty on the iron ore, coal and gas alone, how good our hospital system, our electricity grid and road infrastructure and education systems would be and quite possibly very cheap if not free.

SirRumpole said:

Makes me think maybe Trump is right about tariffs.

We don't have the economic clout of the U.S. of course, but some protectionism would be valuable especially in the face of blatant protectionism and subsidies by China.

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We have nothing left to protect and we miss the ecosystem, in Shenzhen, i can have in the same day a meeting with a battery manufacturer to let's say have a battery of a specific shape and weight capacity then meet a company to provide the plastic molding and a cost per unit then look at the electronic board or even ic integrated chip, get micro sensor for light, ir, sound weight... you name it build a prototype next week or fortnight
Oh and a graphic artist and some programmers specialised in a specific area.
Sometimes in the same building or tech hub, in any case within metro commuting distance
I bet it is similar in the silicon valley.
Once you are behind, you are screwed
So will we.
But we could still make individual fortune locally using the foreign tech on local applications, suppressing more mining jobs creating local losses and multinationals profit..not joking, then retire on an island if such is your dream

I think planning for the future in Australia was placed in the "too hard" basket.
Whatever it was we had before, it is about to go through drastic change over the coming decade.

Further out
I'd say we will see Mars begin to be terraformed by these humanoid bots in our lifetime. Good chance musk is the one that gives it first crack.

countrylad said:

I am no socialist but it makes you wonder if the governments of all "perversions" over the last 40 years had a 15% royalty on the iron ore, coal and gas alone, how good our hospital system, our electricity grid and road infrastructure and education systems would be and quite possibly very cheap if not free.

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"Norway" trillion dollar wealth fund.

Rudd blinked so no wealth fund here.

But Australia has Gina

countrylad said:

Australia unfortunately will be left well and truly behind, our electricity grid is not suitable for what we have now, and we have very little manufacturing demand compared to what we had in the 80s and 90s.

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Yep.

We are still building dual carriage hwy on the eastern seaboard… we are the truly the very dumb country.

So, so dumb and slow.

Interesting article on robots coming for "blue collar" jobs. I'd love to run a team of them but I'll be to old by the time they roll out.

Was interesting to read the opinions on AI back in 2023, and fast forward to today's opinion Whilst i obviously think AI is great, as every single company go through the process of "adopting" AI as we see now (and the majority, using AI for an economic costs due to a lack of understanding, mixed in with the hype for AI) - I think what we might see over the next few months, is server outages, sluggish AI performances, which leaves a sour taste for a lot of these companies trying to go AI. We have barely covered the automation of "easy jobs" and the system's this stretch haha. Speaking of jobs, we might see a whiplash effect in jobs where there is a spike in retrenchment, followed by a rehiring of those individuals not long after.

Dw about the blue collar jobs haha, its not going to be AI that will wipe those jobs, just your good ol' prolonged economic recession. I told my niece today - who was about to start her law degree at university, that she should probably go learn a trade or two instead. Maybe she can teach her army of robot tradies in the future, with their hi-viz, and scale that way instead.