Never Sell: Episode 8 - AI, Meta, Process, Pods, Writing

In this episode of the "Never Sell" podcast, David and MBI address listener questions following a format change inspired by Ben Thompson's "Sharp Tech." They discuss their evolving use of AI in research and writing, noting that it expands their capacity to consume content but can also be a "double-edged sword" if used without critical thinking. They also tackle a question about balancing thematic narratives with bottom-up investing, particularly in the context of AI, and debate whether the market's focus on AI is justified or overshadowing other investment opportunities. Additionally, they offer advice on overcoming writer's block, suggesting the use of AI as a starting point and emphasizing the importance of capturing moments of creative flow. The hosts also explore the impact of pod-style trading on stock pricing and discuss the challenges of evaluating the return on invested capital in AI, especially for companies like Meta.