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#37 The Analyst

Behind the Balance Sheet

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Generative AI Impact on Online Advertising and Business Services

The chapter explores how generative AI is transforming online advertising by enabling diverse ad copy creation, A/B testing at scale, and optimized audience targeting, with a focus on its potential applications in improving chatbots for better customer service. It also discusses the competitive landscape in tech stocks and highlights potential risks search engines like Google face in the AI era. Additionally, the conversation touches on the importance of AI in investment firms, emphasizing the need for a long-term perspective in decision-making and the challenges of analyzing companies like Ryanair.

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