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Value After Hours S05 E05: Value Spread Wide, Forward Earnings Rolling Over, Soft Landings

The Acquirers Podcast

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Google's AI Advantage in the Cloud

YouTube was probably one of the all-time great buys. Instagram was pretty good too. I don't understand how many... I get that AI people say that you need so much data in order to have this AI advantage. But once you're 99% confident, how much does it really matter that you're 99.9% confident? Just a combination of outcomes, fat pills that can change your...

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