"더이상 네카오는 없어요"... 네이버ㆍ카카오 기업도 주가도 판이하게 갈린다 (강정수 박사 풀버전) | 킥

🎯 Loud Announcements, Quiet Bank Accounts What Is the Fate of AI Stocks ‘Naver-Kakao’? The hot topic in the AI ​​market is shifting from who built the smarter model to who can turn it into money first. Naver, having partnered with Nvidia, is targeting the global AI infrastructure and cloud market, while Kakao is finding a path to AI monetization within the nation's messenger, KakaoTalk. Will Naver and Kakao be able to move forward together in the AI ​​era? Joining Kang Jung-soo, Director of the Blue Dot AI Research Center, we will in-depth analyze the gap in AI caliber between Naver and Kakao, AI monetization strategies, Sovereign AI, data center bottlenecks, and the fate of the ‘AI stocks Naver-Kakao’! ▶ Every Thursday at 5:30 PM! ▶ This video was recorded on June 16th. The truth lies in the numbers, and the fun lies in the interpretation! A novel economic story hidden behind visible facts! A Novel Economic Talk Kick! Main kicker Announcer Song Sang-eun Unpacks difficult economic stories in a fresh and innovative way! #Naver #Kakao #StockPriceOutlook #JensenHuang #NVIDIA #AI #Nekao