Robert Karas, CFA’s Post

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Chief Investment Officer | Partner at Bank Gutmann

Is Artificial Intelligence finally changing the media landscape? GEDI and Reply give newspapers a newly found voice. GEDI Gruppo Editoriale is the home of famous Italian newspaper brands like "la Reppublica" and "la Stampa". As of June 2024 Exor N.V. exercised its option on the remaining shares and now owns 100% of GEDI Gruppo Editoriale. Thanks to my investor friend Paolo Veneziani, I met Reply last November before the Exor Investor Day. Reply's "Voice Studio uses one of the best AI-based voice cloning engines to convert text articles into high-quality audio podcasts, ensuring the realism and naturalness needed for a clear and authentic listening experience." according to Business Wire. *** No investment advice. No buy or sell recommendation for any of the quoted companies mentioned. Personal opinion only. Do your own research *** Source picture: gedi.it

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Harald Berlinicke, CFA 🍵

Partner – Manager Selection | Multi-Asset Investor | CFA Institute Volunteer & Consultant | Decoding investment complexity into practical wisdom with my daily posts

5mo

A game changer, Robert, given the move to podcasts (on the move) in popularity, rather than sitting and reading a newspaper 🗞️ like in the old days. Nothing beats spending time with my dog 🐕 in the forest/gardening 🌱/going on my daily bike rides 🚲 and listening to my favourite pods. And newspaper articles for that matter, very soon, by the sounds it! Although, on second thoughts, newspaper articles will have tough competition from Audible books 📕 so for me probably no change as switching between podcasts and audio books has been the winning formula when on the move!

Jörg Mayr, CIIA

Vermögensverwaltung || Investment Snapshots (Online-Mitgliederbereich) || Investment Analyst || +25Y in der Asset Management Branche (Wien, Frankfurt, London)

5mo

I think the media landscape already is quite AI driven. That said Robert I believe that we read news on a daily basis which is AI generated. Peril is that these news aren’t supervised properly and therefore false information is spreading.

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