Amazon vs Meta - The Race For AI Supremacy with Antonio Linares
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Interview Recorded - 23rd of January, 2023On todays episode of the WTFinance podcast I had the pleasure of welcoming back Antonio Linares, a long term thinker/investor. During our conversation we spoke about his Electron Management Investment Framework, how this is used to analyse company, a deep dive analysis of both Meta and Amazon and which company Antonio prefers best. I hope you enjoy!0:00 - Introduction0:25 - Electron Management Investment Framework4:30 - Networks that efficiently utilise data5:45 - Identify undervalued companies7:45 - Analysing macro impact12:05 - Could Meta be a good buy?23:50 - Overview of Amazon26:50 - Where does the value of Amazon come from?31:30 - Is there a risk of competition from Chat GPT?33:05 - Meta vs Amazon?34:45 - AWS vs Amazon split increase value?35:50 - One message to takeaway from our conversation?Antonio started his investment journey in 2014, by investing half of his money in $AMD and the other half in $SCTY ($TSLA). To date, the portfolio has delivered an average return of 2000% since. In his newsletter, you will be able to gain a detailed insight into the thought process that led to these investments and that may also lead to other outstanding investments in the future.He constantly learns new things in the fields of technology, science, history, markets, psychology, business and a whole range of other subjects. He then put ideas from all these different areas together to produce actionable investment ideas.His passion for learning is what makes him a good investor. His second passion is sharing the new things I learn with others and that is just the motivation of this newsletter.Antonio Linares -Twitter - https://twitter.com/alc2022Substack - https://antoniolinares.substack.com/Spotify Debate - https://www.youtube.com/watch?v=PFqJaZolkLgWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas