Did The AI Bubble Just Pop?, Apple Intelligence Beta Arrives, Friend Dot Com
Big Technology Podcast
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AI Investments Under Scrutiny
This chapter examines the current landscape of AI investments, focusing on skepticism surrounding their long-term profitability as highlighted by a Goldman Sachs report. It discusses the financial performance of major tech companies like Amazon, Meta, and Microsoft amidst market fluctuations and concerns over an AI bubble. The chapter also addresses the implications of these trends on future innovation, particularly in light of Intel's struggles against competitors like NVIDIA.
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