AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Is Big Tech Too Big?
Investors seem to be saying that big tech has gotten too big. And I think it's clear that if meta, if Google, if Microsoft wanted to deliver higher returns to shareholders, they could. But this comes back to the question: How efficient do you want them to be? You will know how it's going to go by watching the stock price.