AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
The Exchange 12/11/24
The Exchange
Investment Strategies for 2025: Focus on AI Infrastructure
This chapter focuses on the investment opportunities in AI infrastructure for 2025, advocating for semiconductor companies and data service firms. It presents a contrarian perspective on the shift towards AI product companies, stressing the importance of established players in the long-term investment landscape.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode