Antitrust Case and its Impact on Technology Market

The hosts discuss the antitrust case involving Google, Microsoft, and Apple, examining their intertwining relationships and the accusations of market power. They explore the implications for Microsoft and Apple, highlighting the concern for Apple due to traffic acquisition costs, while Microsoft does not receive any benefits. The chapter also discusses the market and valuations of technology companies related to AI, emphasizing the increase in estimates and valuations and the alignment with Goldman Sachs.