In this video, AI expert, Satish Terala — a member of our Intrinsic Value Mastermind, walks the group through a masterclass on understanding LLMs. From classical machine learning to neural networks, generative AI, Nvidia's moat, and AI agents, it's an expansive and valuable conversation for investors seeking to better understand this emerging technology. If you'd like to participate in calls like these, which we host weekly in our Intrinsic Value Mastermind, you can learn more and apply to join here: https://www.theinvestorspodcast.com/mastermind/ What you’ll learn here: 0:00:00 - Introduction & Overview 0:02:50 - Technology Landscape Overview 0:03:26 - Classical Machine Learning 0:10:30 - Deep Learning 0:14:08 - Q&A: How Are Model Weights Assigned? 0:16:15 - Transfer Learning & Deep Neural Networks 0:20:31 - Generative AI vs. Discriminative AI 0:21:39 - Transformer Architecture & Attention 0:26:23 - Tokens & Embeddings 0:35:35 - Q&A: NVIDIA's Moat (CUDA) 0:38:39 - Q&A: Training vs. Inference 0:42:52- How Transformers Work (Summary) 0:46:29 - Reasoning Models & DeepSeek 0:50:03 - AI Agents Explained 1:11:21 - OpenClaw: Democratizing Agents 1:17:56 - The Future of AI & SaaS 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ 🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/intrinsic-value-community/ ▶️ Related Episodes - Drew Cohen on Adobe's AI Threat, Constellation Software, Copart's Moat and Shift4: https://youtu.be/WueljzuVDKU - Charlie Munger's Secret to Beating the Market w/ Ryan Sablan: https://youtu.be/A-5iVoC9kY0 Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #TIVC #ITheIntrinsicValueCommunity #SatishTerala #AI #SaaS