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Investing Power Hour #69: Big Tech Earnings; $SPOT Margin Woes; What the Hell Is Worldcoin?

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The Return on Investment for AI Tools in Search

I wouldn't be surprised if Microsoft gains a little share on search queries because as someone who uses Windows for the laptop we're using right now, they're blasting users with notifications. And then most people switch back because they're locked into the Google ecosystem or really the Apple ecosystem too. I think so far it's pretty clear that the return on invested capital for all these AI tools in search seems very, very negative. What do you think?

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