„Ich habe sowas in 30 Jahren Börse noch nie erlebt“ / Tech-Investor Thomas Rappold

There's new information about artificial intelligence every day. Recently, criticism, dissenting voices, and above all, uncertainty have entered the debate: Do we really need all the data centers currently being built? Are AI models stealing companies' know-how? And what about the token prices, which are leading to unexpectedly high costs for many AI users? Our guest today, Thomas Rappold, tech expert and investor, will answer the question of who's really leading the AI ​​race. He'll discuss which tech trends he's currently watching closely and which stocks he considers clearly undervalued. We'll talk about SAP, SpaceX, Palantir – and, of course, chip stocks. ... Links to BÖRSE ONLINE The current issue of BÖRSE ONLINE https://tiny.li/KZRg The BÖRSE ONLINE "Next Generation Silicon Select" Index https://tiny.li/DZRg Links to Thomas Rappold The AI ​​hedge fund wunderbox.ai https://www.wunderbox.ai/ The new company Aqarios in a SPAC structure https://tiny.li/IZRg Rappold's Cyber ​​Security Performance Index https://markets.vontobel.com/de-de/pr... 0:00 Welcome (Note: The interview is longer than the half hour announced here) 0:47 Keyword "Token maxing"? Will AI become much more expensive than we all thought? 2:38 Anthropic, OpenAI, or the Chinese – who is leading the AI ​​race? 5:38 The truth about Anthropic 9:46 "This company is the laughing third party" 13:15 Objection, Thomas: What about SpaceX? 14:04 This is the revenue opportunity for OpenAI 15:12 Palantir CEO Alex Karp speaks of idea theft: "The CEOs are really pissed off" 19:37 Microsoft's surprising change of course 24:24 "Apple didn't miss the boat on AI at all" 30:54 Thomas Rappold sees blatant mispricing in the market here 36:05 "Wonderful opportunities at bargain prices" 38:18 The SAP case – and what the market isn't recognizing 41:48 The next opportunity Thomas Rappold is pursuing 43:46 Quantum computers: Why Thomas Rappold is interested in them right now 47:30 Rappold's appeal to Germany: "We can do this too" 50:27 Conclusion and outlook _______________________________________________________________ BÖRSE ONLINE has been one of Germany's leading financial and stock market magazines since 1987. On YouTube, we delve even deeper into the topics. Buy the current issue here: https://tiny.li/ADPg General Note: We would like to point out that the financial analyses and recommendations for individual financial instruments contained in our products cannot replace individual investment advice from your investment advisor or wealth manager. Our analyses and recommendations are aimed at all subscribers and readers, whose investment behavior varies considerably, and therefore do not take personal investment situations into account in any way. The articles, recommendations, charts, and tables are based on information that the editorial team considers reliable. However, the editorial team cannot guarantee its accuracy. Any liability claim, especially for financial losses resulting from using this information for personal investment decisions, must therefore be categorically rejected. Risk Warning: Every financial instrument involves risks. In the worst-case scenario, a total loss is possible. All information comes from sources that the editorial team considers trustworthy, without being able to guarantee its accuracy. The editorial content does not constitute a solicitation to buy.