As some investors express concerns on AI safety following recent commentary from former and current executives at Anthropic and OpenAI, Joe Tigay weighs the risks and opportunities he sees in the tech trade. He likes Palantir (PLTR) due to its lasting leadership in software, Oracle (ORCL) after already building out lots of its AI infrastructure, and Palo Alto Networks (PANW) due to the growing needs for cybersecurity.
Read on youtube.com