• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Fat Tail Daily

Investment Ideas From the Edge of the Bell Curve

  • Menu
    • Commodities
      • Resources and Mining
      • Copper
      • Gold
      • Iron Ore
      • Lithium
      • Silver
      • Graphite
      • Rare Earths
    • Technology
      • AI
      • Bitcoin
      • Cryptocurrency
      • Energy
      • Financial Technology
      • Bio Technology
    • Market Analysis
      • Latest ASX News
      • Dividend Shares
      • ETFs
      • Stocks and Bonds
    • Macro
      • Australian Economy
      • Central Banks
      • World Markets
    • Small Caps
    • More
      • Investment Guides
      • Premium Research
      • Editors
      • About
      • Contact Us
  • Latest
  • Fat Tail Series
  • About Us
Market Analysis

The Real AI Opportunity for Investors in 2020

Like 0

By Sam Volkering, Wednesday, 08 January 2020

Ritika Gunnar, Vice President of Data and AI Expert Labs and Learning from IBM, said over the next decade it’s expected the economic impact of AI will be more than US$16 trillion.

The tasting menu read as follows:

  • Pork Bahn Mi
  • Pork Char Siu Buns
  • Pork Dan Dan Noodles
  • Pork Katsu
  • Pork Shumai
  • Pork Sweet, Sour & Numbing Meatballs

It was quite the menu. And yes, I had a bit of everything on there. The verdict? Absolutely delicious.

It was some of the best tasting Vietnamese food I’ve ever had. But this wasn’t your typical tasting menu.

It was at a special invite-only media event at CES. The event was run by a company called Impossible Foods. And the thing about the tasting menu was not a single bit of pork was in any of the food.

That’s right, every one of those ‘Pork’ menu items didn’t have a single molecule of pig in them. This was the debut and the first public tasting in the world of Impossible Food’s latest ‘pork’ products made solely from plant-based ingredients.


Money Morning

Source: Editor’s own photo

[Click to open in a new window]

This ‘meatless meat’ was astonishing. I honestly couldn’t tell you the difference in taste and texture from real pork. I passed comment to a fellow attendee that maybe this is the greatest practical joke of all time and it really was pork, that’s how good it tasted.

And I even commented to some friends of mine afterwards that I was ‘converted’. I would happily cook these Impossible Pork products at home and be quite satisfied with the taste and texture.

Impossible Foods are one of the world’s leading meat-substitute companies. You probably saw in 2019 the insane IPO and rollercoaster of Beyond Meat Inc [NASDAQ:BYND]. Well, Impossible Foods is a competitor, and while currently private, there’s talk of an IPO coming in 2020 as well.

I spoke to some friends about this, and some of them still dismissed this meat substitute trend as a ‘fad’. I think that’s naïve. And I called them out on it.

Until you taste these products you simply don’t understand how good they are. They have the potential to sit on supermarket shelves with the same levels of choice and abundance as regular meat.

The upside of course is that no piggies are hurt in the making of any pork products from the likes of Impossible Foods or Beyond Meat.

I think there’s huge long-term potential in these companies and I think we’ll see even more of them hit the markets over the next couple of years.

The tasting menu was the completion of another busy and insightful day at CES. And this is all before the big exhibitor conference even starts true and proper.

[conversion type=”in_post”]

Touching every industry on Earth

One of the more interesting sessions I attended yesterday was all about the global economic impact of artificial intelligence.

Speaking about the theme, Ritika Gunnar, Vice President of Data and AI Expert Labs and Learning from IBM, said over the next decade it’s expected the economic impact of AI will be more than US$16 trillion.

Just take a moment to think about the significance of that…

An additional US$16 trillion of economic impact from just AI alone. That is truly transformational change. And it’s one of the biggest signals you can have of the opportunity that AI throws up for investors.

There’s not a single industry on Earth that’s not going to be touched by AI in some shape or form. The challenging part is trying to identify the investments that will tap into that US$16 trillion and deliver profits.

This might come in the form of companies building the hardware like neural networks to power the next decade’s AI. It might come in the form of software and analytics to process and make all the AI data useful.

It might come in the connectivity companies that enable the AI data to move from place to place to be useful. Or it might come in existing companies that are taking AI to deliver cost-cutting and growth.

Download this free report to discover four stocks pushing the boundaries of artificial intelligence right here in Australia.

The underlying opportunity of autonomy

It’s an area of opportunity we continue to focus on, and identify opportunities in ASX-listed small-caps. Another area of opportunity we see is around the shift in autonomous vehicles.

It’s worth noting that now, when we talk about autonomous vehicles, it’s not just about cars. It’s also about aerial vehicles. That means drones and yes, soon enough flying ‘taxis’.

But our belief is the first iteration of self-flying drones will be in logistics and ‘last mile’ delivery. The likes of Amazon, UPS or FedEx ensuring that products get from port to distribution centre and to the customer with minimal latency.

That means getting things from the point of sale via e-commerce to the consumer faster and more efficiently than ever before. And to achieve that you need a whole range of puzzle pieces.

Yes, it’s about the actual drone devices. But it’s also about the physical infrastructure (take-off and landing hubs) and the digital infrastructure to get them all working in harmony.

Add to this the immense software that’s needed to coordinate all this. You also need the best, most reliable connectivity to let everything ‘talk’ to everything else. And finally, you also need highly advanced AI to analyse and process all the data and information flowing through the system.

Without every piece of the puzzle the system doesn’t work.

And therein we come back to similar ideas that will keep progress turning over the next decade. Connectivity, AI, digital infrastructure…these are the core technologies that enable the world to turn in our modern future.

The stuff you see on TV like the drones, the cars, eye-catching consumer facing devices…that’s all nice and pretty cool.

But when you drill down to the real opportunity, it’s the underlying tech that is essential for this to all work. It’s this critical technology that provides investment opportunity. That’s what our future is built on and that’s what’s going to define the next decade of tech investing.

Regards,

Sam Volkering,
Editor, Money Morning

PS: We believe these rapid fire market opportunities are a fantastic way to grow your wealth. Which is why you’ll find us talking about the big trends that can uncover them. If that is something up your investment alley, then click here to learn more.

All advice is general advice and has not taken into account your personal circumstances.

Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

Comments

Subscribe
Notify of
guest
guest
0 Comments
Inline Feedbacks
View all comments
Sam Volkering

Sam’s Premium Subscriptions

Publication logo
Fat Tail Investment Research

Latest Articles

  • Your best chance to be in the top 10% will come from here
    By Callum Newman

    Oil was a big macro influencer fifty years ago. The OPEC embargo shook even mighty America for a moment in time. But it’s not 1973 anymore. I have a better idea.

  • How the AI explosion will perfectly offset the demographic implosion
    By Nick Hubble

    Half the population is terrified of demographic decline. The other half is horrified about AI. The two need to take a long hard look at each other.

  • Oil price threat to the market: a fizzer…so far
    By Callum Newman

    The market usually doesn’t sell off in a big way when we get the kind of geopolitical flashpoint we’re seeing now. However, I must admit I still expected the Aussie market to be down at least a little bit this morning. As I write, it’s mildly green. Are investors being too complacent here?

Primary Sidebar

Latest Articles

  • Your best chance to be in the top 10% will come from here
  • How the AI explosion will perfectly offset the demographic implosion
  • Oil price threat to the market: a fizzer…so far
  • Ford Shuts Its Doors as Rare Earth Grip Tightens
  • China’s Game of Commodity Chicken

Footer

Fat Tail Daily Logo
YouTube
Facebook
x (formally twitter)
LinkedIn

About

Investment ideas from the edge of the bell curve.

Go beyond conventional investing strategies with unique ideas and actionable opportunities. Our expert editors deliver conviction-led insights to guide your financial journey.

Quick Links

Subscribe

About

FAQ

Terms and Conditions

Financial Services Guide

Privacy Policy

Get in Touch

Contact Us

Email: support@fattail.com.au

Phone: 1300 667 481

All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.

Fat Tail Logo

Fat Tail Daily is brought to you by the team at Fat Tail Investment Research

Copyright © 2025 Fat Tail Daily | ACN: 117 765 009 / ABN: 33 117 765 009 / ASFL: 323 988