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19min chapter
Semil Shah: Apple Intelligence, “The End of Software,” and Where Technology Won’t Go
Generative Now | AI Builders on Creating the Future
Analysis of a Technology Analyst's Influence on Stock Prices and Comparison of Google and Apple
The chapter discusses a well-known technology analyst's impact on stock prices, admiration for their insights on tech companies like Nvidia, Apple, and Google, and the deep involvement of Google in AI compared to Apple. The conversation also covers challenges within Google, competitive dynamics between Google and Apple, observations on AI startups in the VC landscape, concerns about the tech industry's investment environment, and insights on Series A funding challenges for non-AI-focused companies. Additionally, it explores the impact of high valuations on AI and tech startups, the emergence of multibillion-dollar companies, and LP investment strategies in private equity and venture capital funds.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode