Australian Investors Podcast cover image

Lessons from Kerr Neilson, dating apps versus pokies & Microsoft or NVIDIA - with Angus Donohoo of Intelligent Investor

Australian Investors Podcast

CHAPTER

The Economics of Dating Apps and AI Dynamics

This chapter analyzes the revenue models of dating apps versus traditional social media, highlighting the concentration of revenue among a small user base. It further contrasts the positions of Microsoft and NVIDIA in the AI sector, examining their competitive strengths and the future challenges they may encounter.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner