구글 임원 출신 투자자가 보는 AI 거품론의 착각 | 경읽남과 토론합시다 | 조용민 대표 [1편]

#AI #ArtificialIntelligence #AIBubbleTheory #AIBubble #AIInvestment #AIStocks #NVIDIA #SKHynix #Semiconductor #HBM #BigTech #SmartMoney #FoundationModel #AITransformation #AX #DigitalTransformation #ManufacturingAI #Palantir The purpose of the 'Let's Discuss with Gyeongilnam' series is not a (one-sided) interview. It is a dialogue in the form of a (two-way) discussion. 🚩 [Let's Debate with Gyeongilnam] CEO Yongmin Cho Part 1:    • 구글 임원 출신 투자자가 보는 AI 거품론의 착각 | 경읽남과 토론합시다 |...   (This video) Part 2:    • AI를 1%밖에 못 쓰는 회사들의 공통점 | 경읽남과 토론합시다 | 조용민 ...   Part 3:    • 성과급 배분과 초과세수 돈이 생긴 뒤 더 어려워지는 경제 문제 | 경읽남과 ...   🚩 Yongmin Cho, 『UNBOUND』 (Kyobo) https://buly.kr/3CQ5SCs (Yes24) https://buly.kr/FAfc9gc 🚩 Register for Professor Kwangseok Kim's [School of Economics] : https://us-all.kr/fqyqVzd 🚩 [May 30 Offline Special Lecture] Variables in the Capital Market in 2026 : https://us-all.kr/AQTlQB6 🚩 Kwangseok Kim, 『Stablecoin War: 2026 Economic Outlook』 (Kyobo) https://myip.kr/eSDSm (Yes24) https://myip.kr/IwUXD #ManWhoReadsEconomy #EconomyReader #ProfessorKimKwangSeok #EconomicOutlook #EconomicStudy #HanyangUniv #HanyangUniversity #KoreaEconomicIndustryResearchInstitute #KimKwangSeok #2026EconomicOutlook #2026EconomicOutlook #2026 #Trend #EconomicTrend

What Companies That Use Only 1% of AI Have in Common | Let’s Debate with Gyeong-ik-nam | CEO Cho ...
▶︎

What Companies That Use Only 1% of AI Have in Common | Let’s Debate with Gyeong-ik-nam | CEO Cho ...

AI 시대 자산격차, 고작 '이 차이'로 확 갈린다ㅣ지식인초대석: 합석 EP.10 (김대식 X 오건영)
▶︎

AI 시대 자산격차, 고작 '이 차이'로 확 갈린다ㅣ지식인초대석: 합석 EP.10 (김대식 X 오건영)

[Compilation] The IPO of CXMT and China's Push for Semiconductor Independence: The Threat to Kore...
▶︎

[Compilation] The IPO of CXMT and China's Push for Semiconductor Independence: The Threat to Kore...

⭐Seoul National University Must-Read⭐Nobel Prize Winner⭐For Those Whose Brains Break When Investi...
▶︎

⭐Seoul National University Must-Read⭐Nobel Prize Winner⭐For Those Whose Brains Break When Investi...

The Worst Hormuz Blockade Ever...? The Real Reason for the Collapse of Negotiations | Professors ...
▶︎

The Worst Hormuz Blockade Ever...? The Real Reason for the Collapse of Negotiations | Professors ...

When AI Productivity Lags but Spending Soars... Why Now Is Actually a High-Yield Opportunity [Seo...
▶︎

When AI Productivity Lags but Spending Soars... Why Now Is Actually a High-Yield Opportunity [Seo...

[Full Version] The Coming Power Crisis: Why Korean Companies Are in the Spotlight | Let’s Debate ...
▶︎

[Full Version] The Coming Power Crisis: Why Korean Companies Are in the Spotlight | Let’s Debate ...

개발자들이 클로드를 떠나고 있는 이유 - 김아람 이사(IT커뮤니케이션연구소)
▶︎

개발자들이 클로드를 떠나고 있는 이유 - 김아람 이사(IT커뮤니케이션연구소)

If you don't know 'this' in the age of AI, you won't survive. The world is turning 180 degrees. (...
▶︎

If you don't know 'this' in the age of AI, you won't survive. The world is turning 180 degrees. (...

[SKF 2026] 특별강연 / Special Lecture
▶︎

[SKF 2026] 특별강연 / Special Lecture

Nvidia vs. Google: If I Had to Pick One, It Would Definitely Be This / Director Seunghwan Yeom (P...
▶︎

Nvidia vs. Google: If I Had to Pick One, It Would Definitely Be This / Director Seunghwan Yeom (P...

“They are making extremely risky investments.” A shocking report analyzing Korean retail investor...
▶︎

“They are making extremely risky investments.” A shocking report analyzing Korean retail investor...

[Knowledge News] "Everyone is missing 'this' right now": Can Big Tech afford the costs? The real ...
▶︎

[Knowledge News] "Everyone is missing 'this' right now": Can Big Tech afford the costs? The real ...

IPO 시험대 오른 앤트로픽·오픈AI…AI 돈잔치의 진짜 승자는? | 인사이트30
▶︎

IPO 시험대 오른 앤트로픽·오픈AI…AI 돈잔치의 진짜 승자는? | 인사이트30

"좋은 대학은 폐기될 것" AI 시대 자녀를 살리는 부모의 조건ㅣ지식인 클래스 EP.08 (조벽 교수)
▶︎

"좋은 대학은 폐기될 것" AI 시대 자녀를 살리는 부모의 조건ㅣ지식인 클래스 EP.08 (조벽 교수)

[Investment Instincts] Following the textbook in the AI era will get you in trouble. Do this inst...
▶︎

[Investment Instincts] Following the textbook in the AI era will get you in trouble. Do this inst...

Companies Are Starting to Crack Down on AI Costs - Kim Deok-jin, Director of the IT Communication...
▶︎

Companies Are Starting to Crack Down on AI Costs - Kim Deok-jin, Director of the IT Communication...

Is Democracy Over? The Frightening Plan of the Silicon Valley Geniuses Pulling the Strings in the...
▶︎

Is Democracy Over? The Frightening Plan of the Silicon Valley Geniuses Pulling the Strings in the...

[EBS x FKI] "If you’re going to use AI like this, don’t use it at all": Traits of wise people who...
▶︎

[EBS x FKI] "If you’re going to use AI like this, don’t use it at all": Traits of wise people who...

Are Semiconductor ETFs Really Safe? Warning Signs AI-Era Investors Must Not Ignore | Let’s Debate...
▶︎

Are Semiconductor ETFs Really Safe? Warning Signs AI-Era Investors Must Not Ignore | Let’s Debate...